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Current company Intentional Asset Management
Financial Services · 27 employees · Founded 2017 · New York, New York, United States
Intentional Asset Management (IAM) is a boutique investment advisory firm built on the belief that intentionality is a leading indicator of long-term performance. We combine institutional investment rigor, human-centered design, and integrated wealth servicing to help clients achieve not only financial success, but alignment with their long-term goals. Our strategies span both public and private markets. In public equities, we offer thematic model portfolios that translate systemic challenges into concentrated, research-driven strategies designed for resilient returns. In private markets, our flagship Caribbean Food Systems Growth Fund (CaribGROW) aims to channel capital into high-impact, growth-stage businesses that strengthen food security, expand export potential, and build climate resilience across the region. Every investment decision we make is grounded in rigorous bottom-up fundamental analysis, supported by technical evaluation, and informed by our systems-based approach to product design. By focusing on companies that align intentional solutions with operational excellence, we create portfolios that are positioned to withstand volatility, capture new growth, and deliver superior risk-adjusted returns across market cycles. IAM is wholly owned and operated by 17 Asset Management, and works in close collaboration with the Intentional Investment Institute, our nonprofit arm dedicated to research, thought leadership, and field-building in intentional investing.