INTELLICENTS INVESTMENT SOLUTIONS INC

Intellicents Investment Solutions serves retirement plan sponsors, TPAs and third‑party administrators, as well as individual clients, charities and other institutional accounts. The firm offers retirement plan consulting (both ERISA 3(21) non‑discretionary and 3(38) discretionary services), HSA/VEBA consulting, sub‑advisory work, individual wealth management and a wrap fee program (intellivest™), along with participant education and communication services.

Investment decisions are overseen by a chief investment officer and center on long‑term, buy‑and‑hold strategies implemented through written Investment Policy Statements, risk‑based and target‑date allocations, and periodic monitoring; research and analytics from providers such as Morningstar and Zephyr inform manager and fund selection. The firm manages assets in mutual funds, ETFs and collective investment trusts (CITs), offers both discretionary and non‑discretionary solutions, and uses custodian‑provided digital platforms and automated rebalancing tools for some client accounts.

Compared with many peers, Intellicents combines a multi‑team advisory platform with a broader set of affiliated employee‑benefit businesses and sub‑advisor arrangements, and some supervised persons also act as registered representatives of a broker‑dealer and may receive brokerage commissions—an arrangement that is relatively uncommon for firms of this size. The firm also participates in custodian revenue‑sharing arrangements and distributes educational publications and newsletters through its custodial and client communication channels, with disclosures and policies intended to address the resulting conflicts of interest.