Intentionally placed investments can improve financial security through tax mitigation, asset growth, additional revenue streams, and more.
intentional investment management
Mickey Payne
VP of Investments
alignment + transparency
An impactful investment strategy must be rooted in your unique personal trajectory. Our Wealth Advisors take a human-centered management approach that prioritizes transparency. We strive to establish a relationship built on openness, ensuring you fully comprehend how your investments are structured to support your why.
assessment + adaptation
You’ll meet with your Wealth Advisor at least once a year to check how your investments are doing and adjust them based on your situation. This review looks at how you handle market changes, your money goals, when you want to use your assets, how well your investments are doing, and any big life events that might require financial adjustments.
Our in-depth risk assessment measures your comfort with investment ups and downs. Like choosing a route for a journey, it guides your investment choices based on stability and potential returns, ensuring your financial plan matches your risk tolerance and goals for a smoother, confident journey toward success.
investment portfolios
Human Wealth™ offers four distinct investment portfolios, each with a specific approach to engaging the market. We place your assets in one or multiple portfolios depending on your circumstance and objectives.
Strategic Hold
Supports investors in pursuing long-term investment success through fundamental research, including thousands of face-to-face meetings with companies worldwide.
Quantitative
Focuses on long-term, risk-managed performance. Uses eight key market and economic indicators to determine the percentage allocated toward equities or fixed income.
Tactical
An active management strategy that creates extra value by taking advantage of market pricing anomalies while maintaining long-term investment goals.
Alternative
Provides you access to unique investment opportunities, including large, established private companies, before they go public. It can also hold real estate equity, real estate debt, private debt, and more.
accessibility + security
questions are encouraged.
What does 'intentional' mean?
Imagine you’re planning a trip. You don’t just randomly pick a destination. You choose a place that means something to you, like a dream vacation spot. Intentional Investment Management is like that. It means we don’t just invest your money anywhere. We carefully choose where to put your money based on what’s important to you, whether it’s saving on taxes, growing your money, or having extra income. It’s like taking a purposeful journey with your money to reach your financial goals.
How is this different than other investment management services?
Intentional Investment Management differs from traditional approaches by focusing on your specific goals and values. While traditional methods might use a one-size-fits-all approach, intentional management tailors your investments to what matters most to you. It considers your unique circumstances, like taxes, growth, and income, to create a personalized strategy. This approach aims to align your investments with your individual path, making your financial journey more purposeful and potentially more effective in achieving your objectives.
Is this right for me?
Intentional Investment Management is for anyone regardless of their net worth or stage of life. We tailor strategies to your goals, whether you’re building wealth or safeguarding what you have. Our approach is flexible and personalized, ensuring your financial journey is guided, secure, and aligned with what matters most to you.
What is the fee structure?
When you work with us for investment help, we have two types of fees: platform fees and advisory fees. These fees are taken from a small part of the money you’re investing, and they’re based on how much you’re investing with us. The platform fee is for using our tools and resources, while the advisory fee is for the personalized advice we give you.
This two-fold approach gives your investment the best chance to grow. We believe in clarity and openness with our fees, so you know exactly what you’re paying for and when. We’re here to help you feel confident and in control of your investment journey.
Personal and Organizational Human Wealth™ clients enjoy discounted Intentional Investment Management fees.