Who We Serve

Our clientele includes current and former professionals and executives, business owners, entrepreneurs, and their high net worth families, as well as institutional investors. We welcome and treat each one of our clients like our own family, with genuine care and empathy.

We have the experience to understand family dynamics and how they impact financial situations and goals. Every client comes to rely on Intrepid as the personal steward of their wealth and financial affairs.

In the case of our institutional clients, they recognize the true partnership we offer, to help them achieve their corporate objectives through an investment approach to align with their business strategies.

Our clientele includes current and former professionals and executives, business owners, entrepreneurs, and their high net worth families, as well as institutional investors. We welcome and treat each one of our clients like our own family, with genuine care and empathy.

We have the experience to understand family dynamics and how they impact financial situations and goals. Every client comes to rely on Intrepid as the personal steward of their wealth and financial affairs.

In the case of our institutional clients, they recognize the true partnership we offer, to help them achieve their corporate objectives through an investment approach to align with their business strategies.

Individuals

Whether working with business owners, entrepreneurs, active or retired professionals and executives, we emphasize the role of smart financial planning as the foundation of achieving short- and longer-term goals.

  • Lending Solutions
  • Tax Mitigation Strategies*
  • Education planning
  • Estate planning*
  • Insurance Auditing (Life, Disability, Long-term Care, Property Casualty)*
  • Retirement
  • Charitable Giving Strategies

Ultra High Net Worth Families

We have deep experience helping families manage their assets as much as their intrafamily relationships and how they are impacted by financial matters.

  • Alternative Investments
  • Family Office Services
  • Generational Transfer
  • Corporate Trust Services*
  • Risk Mitigation Strategies
  • Portfolio Aggregation Reporting

Institutional

Our vast experience in portfolio management is beneficial to our institutional investors who seek our insights on process, policy and analysis.

  • Investment Consulting
  • Portfolio Management
  • Manager Due Diligence
  • Portfolio Design
  • Investment Policy Statement
  • Performance Reporting

* We do not sell insurance, offer tax or legal advice. Intrepid is an independent Registered Investment Adviser (RIA). “RIA” means we are registered with the U.S. Securities & Exchange Commission. Registration does not mean a government agency approves an adviser or reviews their qualifications. Registration does not imply any level of skill or training.