Investment Philosophy

Intellus Advisors focus on designing and managing investment portfolios structured to help manage a host of risks that investors face in today's markets.  They construct client portfolios with exposure to three broad categories of investments: Fixed Income Strategies, Traditional Investment Strategies, and Alternative Investment Strategies.  By taking a proactive approach to managing client allocations, including long-term strategic and short-term tactical changes, the team strives to increase the consistency of returns and manage the risk of large portfolio losses.

Holding investments for the long term does not insure a profitable outcome. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Alternative investments are available only to those who meet specific suitability requirements, including minimum net worth tests. Please review any offering materials carefully, and consult with your tax advisor or accountant prior to investing. There are special risks involved with alternative investments, including investment strategies, and different regulatory and reporting requirements. There can be no assurance that any investment will meet its performance objective. Futures trading is speculative, leveraged, and involves substantial risks.

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