To meet the needs of its growing personal financial management advisor force and their diverse clients, intellicents investment solutions, inc. has added an active management sleeve to its popular intellicents bionic advisor.
“At intellicents, investors have a choice of active or passive investment management strategies. We’ve had two distinct ETF sleeves in our intellicents bionic advisor operational for some time now,” said Matt Twedt, President of Personal Financial Management at intellicents. “One focusing on low-cost market-indexing ETFs, and the other taking more of a Smart Beta or fundamental indexing approach. We’ve added numerous experienced advisors to our team that utilize an active management approach for their clients, yet they want the power and efficiencies of bionic advisor’s automated investment management platform that builds, maintains, and monitors client portfolios. Our Chief Investment Officers have put together a menu of actively managed mutual funds from investment managers such as T. Rowe Price, Blackrock, Goldman Sachs, American Century, Schwab, Baird, MFS, and Cohen & Steers within intellicents bionic advisor to meet their clients’ needs.”
“Our business plan is to build a national financial services firm centered on financial wellness,” added Brad Arends, CEO of intellicents. “Financial planning is a key deliverable in our five-step process for a financial wellness program that actually works. We must have the products and services to attract and recruit experienced CERTIFIED FINANCIAL PLANNERS™ to join our team. Our intellicents bionic advisor is a combination of cutting-edge technology and highly compassionate humans, with just the right amount of personal insight and programmed sophistication to help guide investors to the destination of their dreams.”
“Two years ago we had one CFP® on staff and less than $60 million in personal financial management AUM,” commented Twedt. “Today we have five, and we just crossed the $300 million AUM mark; plus we are paying for several current employees’ classroom study necessary to get their CFP® designation. Look for enhancements to both our allmymoney™ financial wellness app and intellicents university, plus new retirement income solutions over the next 12 to 18 months to fuel and further this growth.”
intellicents is reimagining financial services for employers and individuals. Through retirement plan design and fiduciary investment consulting, personal financial management, group insurance, and worksite financial wellness services they are paving a smarter way for the American worker and their employer. With headquarters in Albert Lea, Minnesota, and branch offices in Eden Prairie, Minnesota, Des Moines, Pella, and Lake Mills, Iowa, Leawood, Kansas, Tacoma, Washington, Denver, Colorado, and now Dallas, Texas, they serve over 350 employers, with 48,000 participants, and almost $4 billion in assets under management and advisement.