Let Us Help You. Be. Intrepid.

Specific Solutions for Specific Needs

We are sensitive to the number of relationships we engage to ensure we maintain a select group of individuals, families and small businesses. Because of these selective partnerships, we are able to effectively manage their portfolios along with their changing circumstances and goals. For this reason, our lines of communication are always left open and we encourage our clients to correspond with us regularly to assess possible changes in their circumstances, objectives and goals.

Greenwich   |   New York
115 East Putnam Avenue, 3rd Floor | Greenwich, Connecticut 06830 | Phone: 203.742.0600 | Fax: 212.818.1115 | Map and Directions
570 Lexington Avenue, Suite 1600 | New York, New York 10022 | Phone: 203.742.0600 | Fax: 212.818.1115 | Map and Directions
Latitude One, 175 Southwest 7th Street, Suite 1900 | Miami, Florida 33130 | Phone: 305.529.6287 | Fax: 786.837.0465 | Map and Directions
Intrepid Financial Services
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC