Intune Management Corp.

The firm is a state-registered, fee-only investment adviser that provides discretionary portfolio management and comprehensive financial planning primarily to individual clients, with services also available to small businesses, trusts and estates. As of December 31, 2025 it reported about $78.5 million in discretionary assets under management across 22 client relationships, reflecting a relatively small client base with sizable accounts.

The adviser combines fundamental and technical analysis to build portfolios that typically include exchange-listed stocks, mutual funds, ETFs, stock options and bonds, and will on rare occasions recommend private placement offerings; clients may impose investment restrictions and the firm conducts quarterly account reviews and annual financial plan reviews. Accounts are custodied at Schwab Institutional and the firm uses that platform for trade execution and back-office services while reserving the ability to aggregate orders and rely on Schwab-provided research and technology.

What is distinctive for a solo independent adviser of this size is the principal’s long tenure and prior institutional experience, including senior portfolio management roles overseeing multiple mutual funds and a municipal bond desk, combined with ongoing other business interests that occupy roughly 20% of the adviser’s time. The brochure discloses no recent disciplinary history (and notes two arbitration matters from more than 25 years ago that were settled by a former employer) and the adviser sometimes makes bespoke accommodations such as fixed or one-time engagements and occasional fee waivers for clients’ children.