IIM is a boutique investment management firm facilitating financial well-being.

Intent Investment Management (IIM) was founded to make an institutional investment solution available to everyone and it is important to us that we are:


APPROACHABLE. create a comfortable, relaxed environment

INCLUSIVE. provide the same level service for all clients

HOLISTIC. consider all aspects of life in a comprehensive, fluid plan


Everyone has the right to experience the calm that emerges when decisions are guided by purpose, not constricted by money. We facilitate this regardless of the starting point.

Our approach to investing optimizes risk-adjusted return using a diversified strategy across stocks, bonds and alternatives.

We aim to create an approachable firm that translates institutional investment concepts for individuals , self-employed, and small businesses.