"The most important aspect to building wealth over the long-term, is creating a well thought out strategy and sticking with it through good times and bad. You have to do this regardless of where your emotions want to take you."
 

- Adam Slumskie, Portfolio Manager

Our Portfolios are exclusive to the Intrinsic Financial Group and are designed using our disciplined, consistent, and rules-based investment approach and philosophy. This approach aims to provide you with superior rates of return over the long-term. We do our own internal research on each holding that we hand pick for our portfolios and take pride in how each has performed since their inception. Our team has proven success in managing money, which is evident in our portfolio performance. We have four portfolios that we manage based on the lifestyle, needs, and risk tolerances of our clients. We can also tailor a blend of approaches to meet our individual or corporate client needs.

Click the links below to see the most recent quarterly updates (where available).