InTrack Investment Management

Financial Advisor in Norwich, VT

Firm Info
Address: 326 Main St, Norwich, VT 05055, USA
Phone: (802) 649-1666

Firm Size
Assets Under Management: $247.1 million
# of Advisors: 4
# of Clients: 470
Client to Advisor Ratio: 118:1
Average Account Size: $525,811
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Performance-based Fees
  • Other

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Intrack Investment Management, Inc. Overview

Intrack Investment Management, Inc. is a Fee Only registered investment advisory firm that provides investment advice only for individuals, small businesses, businesses, and institutional clients. Based in South Burlington, VT, the firm has been in business since 2014. With its financial planning services, Intrack assists its clients in achieving their personal and business financial goals. In addition to financial planning, Intrack provides portfolio management services for its clients. Clients can choose from individual and small business portfolio management or portfolio management for businesses or institutional clients. By leveraging its investment expertise and technical analysis, Intrack can help clients adjust their portfolios to adapt to market trends and achieve higher returns. Intrack Investment Management, Inc. also offers other services, which include consulting (incidental only) and money coaching. These additional services are there to provide clients with extra support in managing their finances, whether that be through financial coaching, budgeting advice, or other financial planning services. With a team of experienced investment professionals, Intrack Investment Management, Inc. is well-equipped to provide its clients with the highest level of investment advice and services.

INTRACK INVESTMENT MANAGEMENT, INC. is a firm that provides a range of investment management services to a diverse clientele. They serve individuals and high net worth individuals, as well as charitable organizations, state or municipal government entities, and other corporate entities not listed. They take a tailored approach to meet the needs of each client, and they work closely with them to understand their goals and investment styles. When it comes to fees, INTRACK INVESTMENT MANAGEMENT, INC. offers several structures depending on the service provided. They implement a percentage of assets under management (AUM) fee that is commonly used for investment advice and portfolio management. Alternatively, they offer hourly fees, ideal for when clients require specific services such as financial planning or estate planning. Fixed fees and performance-based fees are also available at INTRACK INVESTMENT MANAGEMENT, INC. Fixed fees are applicable for when clients have an understanding of the amount of work required for a particular service, like tax management, for example. Meanwhile, performance-based fees are terms used to describe fees based on the performance of the account, expressed as a percentage of the investment return. Other fees are also available, and the firm ensures to be transparent about charging fees to their clients, providing details on their statements and answering any queries at any given time.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for INTRACK INVESTMENT MANAGEMENT, INC. does not mention an investment minimum.

How This Office Can Help Norwich, VT Residents

InTrack Investment Management provides a wide range of financial services to clients in Norwich, VT. The firm helps clients manage their investments, develop personalized financial plans, and make informed decisions about their finances. InTrack's team of certified financial planners works closely with clients to understand their unique financial situations, goals, and risk tolerance levels. They then create customized investment portfolios and financial plans to help clients achieve their short-term and long-term financial goals. Living in Norwich, VT, individuals may face specific financial situations like managing their retirement savings, reducing debt, or planning for college education. InTrack's investment management strategies are designed to help clients meet these challenges and create a secure financial future. Furthermore, the firm's financial planners can help clients understand the nuances of estate planning, tax planning, and other financial issues, ensuring that they remain financially secure throughout their lives. With InTrack Investment Management, clients in Norwich, VT can expect personalized attention, expert advice, and comprehensive financial management services.

To view the Minimum Investment and Fee Schedule for Intrack Investment Management, Inc., visit their Part 2 Brochure.

Services Offered by Intrack Investment Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Intrack Investment Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Performance-based Fees
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 326 Main St, Norwich, VT 05055, USA
Phone (802) 649-1666
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1233 SHELBURNE ROAD, SUITE D-6B, SOUTH BURLINGTON, VT 5403, United States

This firm has no other locations.

State Registrations

Intrack Investment Management, Inc. is registered to service clients in the following states:

  • California
  • Maine
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • Texas
  • Vermont

Disciplinary History

Intrack Investment Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.