Intrack Investment Management, Inc.

InTrack Investment Management, Inc. is a registered investment adviser that offers investment management services to individuals, families, trusts, non-profit organizations, and more. The firm, previously known as Sopher Investment Management, has been providing advisory services since 1992 and is based in Vermont. The company's Managing Partner and principal owner is Myron R. Sopher, along with partners Brett C. Peltzer, CFA® and MBA, Matthew D. Johnson, CFA®, and employees Matthew S. Sopher, MBA, and Brandon D. Tieso, CFP®. InTrack's investment advisory services are fee-only, with a recommended minimum account size of $500,000. The firm offers investment management services that utilize various asset classes such as stocks, bonds, ETFs, mutual funds, and more. Clients can engage in discretionary or non-discretionary investment advisory services, with a focus on tailored portfolio construction based on individual circumstances and objectives. Additionally, InTrack provides financial planning services integrated with its investment management offering. Clients may engage in standalone financial planning on a negotiable hourly basis for complex cases. The firm also offers consulting services for participant-directed retirement plans and consulting on individual securities and overall asset allocation. Fees for investment management services are typically on a graduated scale based on the value of the account, with reductions for non-profit organizations. InTrack does not participate in wrap fee programs and does not charge fees for employee accounts. The firm emphasizes a client-centric approach, with a focus on transparency, ethical conduct, and client education. Overall, InTrack Investment Management aims to help clients achieve their long-term financial goals through personalized investment strategies and comprehensive financial planning services, acting in the best interests of their clients as a fiduciary.