Let Us Help You. Be. Intrepid.

Our Values

Experience & Knowledge

By combining institutional-caliber resources and strategic solutions with almost 20 years in the industry, you can be sure our recommendations are infused with this mix of experience and knowledge. It’s tools like these that help us assess the markets and the economic environment, and respond to our clients’ life goals.

Independence & Flexibility

As an independently owned practice, we employ proven managers to develop custom solutions. We face no pressure and are offered no incentives to utilize proprietary investment vehicles, which gives us the ability to bring our clients only the most objective investment solutions.

Resources & Support

Through Raymond James, one of the leading financial advisory firms in the United States, we have access to all of the resources and support of a major financial services firm. Along with investment-selection flexibility, Raymond James enables us to offer institutional-quality research, portfolio management and investment strategies not typically available to independent financial advisory practices.

As an added benefit, Raymond James’ high level of integrity aligns with ours, and the affiliation we have helps to provide a “checks-and–balances” system for our clients. This partnership with such a financially and ethically secure company is especially important in today’s marketplace.

To learn more about how we work to identify and meet your needs, see the Clients section.

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