Intentional Asset Management Email Format
Financial ServicesNew York, United States11-50 Employees
IAM is a boutique investment advisory firm based in New York that treats intentionality as a driver of long-term performance. It blends institutional investment rigor with human-centered design and integrated wealth servicing to help clients align financial outcomes with their long-term goals. The firm operates across public and private markets, offering thematic model portfolios in public equities and a Caribbean-focused private fund, CaribGROW, that targets growth-stage businesses advancing food security, export potential, and climate resilience. Investment decisions rely on bottom-up fundamental analysis supported by technical evaluation within a systems-based product design approach. IAM is wholly owned by 17 Asset Management and collaborates with the Intentional Investment Institute, the nonprofit arm focused on research and thought leadership in intentional investing. Based in New York, the firm operates with a mid-sized team and, in May 2024, announced the launch of the 17AM-SDG 9 US Infrastructure & Innovation Index on SMArtX.