Intelligent Investment Management,llp

Intelligent Investment Management, LLP is a registered investment adviser founded in 1997, based in Durango, CO. The firm specializes in providing personalized investment management services to individuals, families, trusts, partnerships, estates, charitable organizations, and small businesses across the United States. They offer fee-only services, focusing on long-term investment strategies based on financial planning goals. The firm does not sell or affiliate with firms selling commissioned products and does not act as a custodian of client assets. Clients have the option to impose restrictions on investments. The firm's investment management fee is based on a percentage of assets under management, with a minimum annual fee of $2,000. They offer a diversified portfolio approach, including allocations to domestic equities, alternative equities, and alternative income investments. The firm's investment strategies incorporate security analysis methods such as fundamental, technical, and cyclical analysis. Intelligent Investment Management, LLP prioritizes client protection and compliance with industry regulations, actively participating in training and conferences to maintain high standards of financial integrity and client protection. The firm's team includes experienced professionals with certifications such as Certified Financial Planner™ (CFP®), Accredited Portfolio Management AdvisorSM (APMA®), and Accredited Wealth Management AdvisorSM (AWMA®). For more information, clients can contact James Brost at (970) 403-1234 or visit www.IntelligentIM.com.