We're an SEC-registered investment adviser reimagining wealth management for sophisticated investors. By combining Fiduciary Wealth Management and AI technology, we deliver the personal service of traditional advisors with the precision and efficiency of modern technology.
Intrepid exists to make institutional-grade wealth management accessible.
For decades, advanced AI-driven portfolio optimization has been reserved for billion-dollar endowments and ultra-wealthy families.
We believe investors with $500,000+ deserve the same level of precision, discipline, and technology—combined with the legal protection of true fiduciary advice.
We are not a robo-advisor.
We are not a traditional RIA delivering spreadsheets and guesswork.
We are the balance in between: human advisors empowered by algorithmic intelligence, delivering comprehensive, transparent, and consistently disciplined wealth management.
Our commitment is simple:
Your interests first. Always. No exceptions.
Our firm operates under the highest possible standard of conduct: the Fiduciary Duty.
As a SEC-Registered Investment Adviser (RIA), we are legally obligated to act exclusively in your best interest, never placing our interests above yours.
This mandate, established under the Investment Advisers Act of 1940, requires us to:
This strict regulatory alignment sets us apart from firms operating under less rigorous obligations, ensuring complete transparency, ethical discipline, and uncompromising integrity in the management of your wealth.
Adviser (RIA) is a firm registered with the Securities and Exchange Commission (SEC) or state securities regulators. Unlike broker-dealers who earn commissions on product sales, RIAs are legally bound to act as fiduciaries— putting clients' interests ahead of their own, always.
Put your interests first in every recommendation
⎯ Provide full disclosure of all fees and potential conflicts
⎯ Act with utmost good faith and transparency
⎯ Recommend only strategies that serve your best interests
This is the highest standard in financial services—and it's not optional for us, it's the law.
Advanced, rules-based models designed to bring clarity and consistency to your investment process.
A disciplined U.S. equities strategy designed for long-term stability and intelligent risk control.
A unified digital ecosystem designed to simplify how you access, view, and manage your financial life.
Experience wealth management that combines human expertise with AI precision.
Schedule a complimentary consultation to discuss your goals and see if Intrepid
is right for you.
