I

INTI LLC

Updated today

Client assets under management

$12,281,633

Clients

10

40% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

5

Very Low

Average account size

$1,228,163

About

INTI LLC provides ongoing portfolio management and investment advisory services to individual and high‑net‑worth clients, tailoring Investment Policy Statements to each client’s goals, tax situation, time horizon, and documented risk tolerance. The firm generally manages accounts on a discretionary basis and conducts regular portfolio monitoring and reporting.

INTI’s investment approach blends fundamental analysis, modern portfolio theory, and technical analysis, and it pursues both long‑term and short‑term trading where appropriate. The firm’s investable universe includes mutual funds, fixed income, real estate funds/REITs, ETFs (including precious metal ETFs), non‑U.S. securities, commodities, venture capital funds, private placements, and options and margin strategies.

Distinctive features include a relatively significant non‑U.S. client base and an explicit incorporation of non‑U.S. securities into its strategies, a configuration that is uncommon among similarly sized peers. INTI also makes use of higher‑risk instruments such as margin, options (including uncovered strategies), private placements and venture capital funds, and it maintains no stated account minimum, which may set it apart from many supported advisers.

Client services

Portfolio management

Expertise

Options & derivatives strategies Real estate investing Annuities Private / alternative investments

Fee options

Percentage

1.00% annually

Main office location

INTI LLC

Ypsilanti MI, United States

Number of offices

1

Most active in

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Vincent D

Series 65

Ypsilanti, MI

INTI LLC

Vincent Derks is a financial advisor at INTI LLC with two years of industry experience. He holds a Series 65 designation and has prior work history including roles at the Michigan Office of the Auditor General and Gentherm. Outside of advising, he is employed full time as an IT Auditor with Domino's. INTI LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, offering personalized asset allocation, security selection, and regular portfolio monitoring. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical analysis, with a focus on discretionary portfolio management and access to diverse investment opportunities including non-U.S. securities and alternative assets.

Options & derivatives strategies Real estate investing Annuities Private / alternative investments
user avatar

Roger H

CFA®

Ypsilanti, MI

INTI LLC

Roger Henriquez Casanova is a CFA® charterholder with over a decade of experience in the financial industry, currently serving at INTI LLC since 2022. His prior roles include positions at Credicorp Capital and Banco de Credito del Peru. INTI LLC provides portfolio management primarily to individual and high-net-worth clients, offering personalized asset allocation and security selection with discretionary authority. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, and serves a significant non-U.S. client base with access to a range of investment opportunities including venture capital and private placements.

Options & derivatives strategies Real estate investing Annuities Private / alternative investments
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