InTrack Investment Management

The firm provides discretionary portfolio management for high-net-worth individuals, families, and trusts. Portfolios are typically constructed using individual stocks, bonds, ETFs, and mutual funds. The firm may also allocate to private funds and real assets for qualified clients, per its public regulatory disclosures.

InTrack operates as a registered investment advisor (RIA) focused on investment management rather than the broader suite of concierge, tax, and estate services typical of multi-family offices. It does not appear to run direct private equity or venture capital programs. The model centers on liquid, publicly traded securities and third-party fund access, which simplifies custody and reporting.

Core allocations emphasize large-cap US equities and investment-grade fixed income. For clients meeting accredited investor thresholds, the firm may incorporate private funds, real estate investment trusts, or other alternative strategies. International exposure is generally limited and accessed through mutual funds or ETFs.

Public record does not confirm an active bank or trust affiliation. Independent RIAs in Vermont often partner with third-party custodians like Schwab or Fidelity for client asset custody. Any trust services offered would likely be through a separate chartered entity.

There is no public disclosure indicating a dedicated ESG or impact mandate. The firm's Vermont location and independent RIA structure would permit client-directed restrictions, but investment decisions appear driven primarily by traditional fundamental analysis.