Intech

Intech Investment Management LLC, established in June 1987 and registered with the SEC since October 1987, offers institutional investors disciplined, mathematical investment strategies based on Stochastic Portfolio Theory. Dr. E. Robert Fernholz's research forms the basis of their investment approach, focusing on optimizing portfolio returns through rebalancing and diversification. Intech's ownership structure emphasizes employee ownership, with 100% of employees owning Intech Holdings LLC. The firm collaborates with the Texas Permanent School Fund Corporation to develop innovative investment products. Intech manages regulatory assets under management of approximately $13.4 billion on a discretionary basis as of December 31, 2024. For clients, Intech offers flat, tiered, and performance-based fee structures, with fees based on factors like total assets managed, client type, and account size. The firm does not charge separate advisory fees for certain ETF investments sub-advised by Intech. Intech acts as a fiduciary, providing investment discretion to optimize portfolios to meet client objectives. The firm engages in soft dollar arrangements with executing brokers for research services and uses ISS to vote proxies based on client-selected guidelines. Intech maintains robust policies to address conflicts of interest and ensures transparency in its operations. The firm has no disciplinary events to disclose and has sound financial standing without any impairments affecting client commitments.