Experience wealth management powered by cutting-edge AI and delivered by experienced fiduciary advisors.
"The future of investing is here."
Institutional-grade technology meets personalized service
As an asset management company, we combine the precision of AI-powered analytics with the personal guidance of experienced fiduciary advisors. Our ai-driven wealth management approach ensures transparent pricing, institutional-grade technology, and unwavering commitment to your financial success.
Every client receives dedicated advisor access, AI-driven portfolio optimization,
and the confidence that comes from working with an SEC-registered investment
adviser bound by fiduciary duty.
Transparent fees. Fiduciary duty. AI-powered precision.
The future of wealth management, designed for sophisticated investors.
As an asset management company, we deliver fiduciary wealth management enhanced by AI-driven insights, data-driven investment decisions, and disciplined portfolio oversight. Transparent, aligned, and designed for modern investors.
The perfect balance of human expertise and AI innovation
Every client works with a dedicated CFP® professional who serves as your fiduciary. Direct communication. Deep understanding of your goals. Strategic guidance for life's complex financial decisions.
"Human wisdom when it matters most."
⎯ Apply online (5 min) = Facilidad de robo-advisor
⎯ Meet CFP® advisor (personal) = Servicio premium de RIA
⎯ AI + human strategy = Innovación única
We combine AI-powered precision with human wisdom across every aspect of wealth management. Your dedicated CFP® advisor oversees all strategies, enhanced by technology that never sleeps.
A disciplined, data-driven approach that continuously adjusts your portfolio within a fiduciary framework.
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.
Institutional investment strategies, reimagined for the individual investor.
(Provide your details below to begin the onboarding process and see if our strategy is right for you.)
Built on regulatory compliance, institutional security, and fiduciary duty
Intrepid is an SEC-registered investment adviser combining fiduciary duty with cutting-edge AI technology.
We bridge the gap between expensive traditional advisors and impersonal robo-advisors, offering sophisticated investors the best of both worlds.
Common questions on financial planning and investing
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.
A straightforward view of how to evaluate financial planning professionals.
