InTrack Investment Management, Inc. Employee Directory

Investment ManagementVermont, United States2-10 Employees

As an independent fee-only investment advisor, InTrack has partnered with individuals, families and nonprofits since 1992. We treat investment management and financial planning as an integrated offering. It's imperative to understand risk and return objectives, unique life situations, future cash flow needs, and any role the next generation may have. We proactively help define a vision for your legacy. Clearly structuring an estate through trusts, insurance, gifting, philanthropy and otherwise can help ensure assets are being managed optimally to a north star. 

“Likes" or recommendations should not be considered a positive reflection of the investment advisory services offered by InTrack Investment Management. Visitors to this page must avoid posting positive reviews of their experience with our firm or any of our advisors or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of our firm.

The views expressed on this page are those of the authors and are subject to change at any time. These views are not intended to be a forecast of future events or a guarantee of future results and may not be relied upon as investment advice. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. Commentary provided is not a recommendation to buy or sell any securities.

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