# Intelligent Investing

Intelligent Investing is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** intelligent-investing.com
- **LinkedIn:** https://www.linkedin.com/company/brianjoycecfp

## Regulatory record

- **CRD number:** 286233
- **SEC file number:** 801-131516
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286233

## About

Intelligent Investing is a licensed brokerage with a built-in decision layer for capital allocation, not a tool bolted onto a broker. It records the reasoning, confidence, and horizon behind every position before capital moves, then measures outcomes against benchmarks such as the S&P 500. Members can operate managed portfolios, self-directed investing, or both, with research (Fiscal.ai Max) included in membership.

## Questions

### Does Intelligent Investing use human advisors or is it purely algorithmic?

The firm's core value proposition is a fully systematic portfolio construction and rebalancing process that does not rely on human intermediary discretion. Clients interact with a digital platform that captures risk parameters and generates allocations through a mean-variance optimisation engine. This differentiates it from hybrid robo-advisors that pair algorithmic tools with periodic reviews by certified financial planners or relationship managers.

### What asset classes does Intelligent Investing allocate to?

Portfolios are built from daily-liquid instruments including global equity ETFs, investment-grade corporate and sovereign bonds, inflation-protected securities, and developed-market real estate investment trusts. The firm does not invest in private equity, venture capital, hedge funds, or direct real assets. Factor tilts toward value, size, and quality are applied when market-regime signals support them.

### How does the platform handle rebalancing and tax management?

Rebalancing is automated and triggered by drift thresholds rather than a fixed calendar schedule. Portfolio allocations are monitored daily against client-specific targets. Tax-loss harvesting capabilities are not detailed in publicly available descriptions, though the systematic architecture is compatible with parameterised tax-management rules common to similar quantitative platforms.

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- [Upstate Advisors Group](https://altss.com/profile/upstate-advisors-group)
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Last updated: 2026-08-11T15:07:05.535Z

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