IntelliVest Wealth Management

Intellivest Wealth Management provides financial planning, discretionary and non-discretionary investment management, qualified plan consulting, and estate-planning education to individuals (including high‑net‑worth clients), families, trusts, estates, businesses, charities, and retirement plans. The firm also operates under the dba Skystream Capital to deliver investment management services to investment companies.

The firm’s investment process is built around a proprietary strategic asset-allocation methodology that emphasizes diversified exposures across multiple asset classes and uses macroeconomic, fundamental, quantitative, qualitative, technical, and cyclical analysis to inform positioning and rebalancing. Portfolios are monitored on an ongoing basis and the firm may, with client approval, use margin as a rebalancing tool and permit shorting of exchange-traded equities for qualified, appropriately approved clients; services are offered on both discretionary and non‑discretionary bases.

Noteworthy features for a firm of its size include roughly $53.7 million in AUM across about 350 clients with no stated account minimum, a mix of retail and institutional work, and the ability to provide qualified‑plan consulting that can include serving in 3(21)/3(38)-style fiduciary roles. The firm also incorporates a third‑party digital estate‑planning service (Trust & Will) into its ongoing planning services at no separate estate‑planning fee and serves investment companies under its alternate business name.