Contacts

info@intrepidmarketsai.com
+1 859-795-9217
+1 716-913-6279

Office

4903 Mayo Street
Cincinnati, KY 45202
USA

Get Rhye Theme
Technology for Precision, Humans for Oversight

AI Investment Management | Technology Fiduciary Strategy

Scroll Down

AI Investment Management Built for Discipline, Clarity, and Long-Term Focus

Our advisory model combines algorithmic precision with fiduciary oversight to deliver a modern, technology-driven investment experience. Once your financial objectives and risk profile are defined through our secure digital onboarding, our proprietary system manages your portfolio under a fully discretionary mandate.

The result is a disciplined, data-driven approach designed to minimize behavioral bias and maintain consistent execution.

100
Services – Our Approach

Dynamic Portfolio Management

A disciplined, data-driven approach that continuously adjusts your portfolio within a fiduciary framework.
D

Institutional-Grade Algorithms

Advanced, rules-based models designed to bring clarity and consistency to your investment process.
I

U.S. Equity Focus

A disciplined U.S. equities strategy designed for long-term stability and intelligent risk control.
U

Seamless Digital Experience

A unified digital ecosystem designed to simplify how you access, view, and manage your financial life.
S
FAQ

Financial Planing FAQ’s

Common questions on financial planning and investing

Learn More

We are an SEC-registered investment adviser that provides discretionary investment management services exclusively through our digital platform.

We use proprietary algorithms to manage portfolios of U.S. equities for sophisticated, high-net-worth individuals.

1. You complete an online questionnaire to define your risk profile and investment goals.

2. Our algorithm creates a personalized investment strategy.

3. You fund your account, which is held in your name at our custodian, Interactive Brokers.

4. Our algorithms take over, making discretionary trades to execute and maintain your strategy. You can monitor everything through our platform.

Our advisory fee is a performance-based fee of 35% of net profits, calculated annually and upon withdrawal. We do not charge commissions, hidden fees, or asset-based fees.

Our interests are directly aligned with your success.

For complete details, please see our Form ADV Part 2A and Form CRS.

No. Client assets are held in segregated accounts in the client’s name at our qualified custodian, Interactive Brokers.

This provides an additional layer of security and separation.

Our Values

Your Success is Our Success

Built for You, Online

Discipline Over Emotion

Powered by Intelligence

Begin Your AI-Assisted Strategy

Let’s go

INSIGHT