Advisors can leverage a number of different types of strategies at Intrua.
Essentials
Essential strategies are standardized investment models created and managed by Intrua’s team. These strategies are available as a core offering for clients who are part of Intrua, providing a cost-effective way to access sophisticated investment options. These strategies tend to be more streamlined and follow proven approaches.
Key Features
Managed by Intrua’s investment team
Free core offering for platform members
Access to diversified, pre-built portfolios
Optimized for broad investor needs
Premium
Premium strategies offer a more active approach to portfolio management, with advanced techniques and personalized oversight. These strategies are managed by the Intrua investment management team but involve a more hands-on approach, with closer monitoring and frequent adjustments based on market conditions and individual asset performance.
Key Features
Managed by Intrua’s investment team
More sophisticated, data-driven techniques
Additional layers of portfolio management
Higher cost due to advanced services and strategies
Guided
Guided strategies are investment models managed by financial advisors for their own books of business. Advisors implement these strategies on behalf of their clients while maintaining oversight and making adjustments based on market conditions or client-specific needs.
Key Features
Advisor-directed around common themes
Managed by individual financial advisors
Used for advisors’ books of business
Flexibility for client-specific adjustments
Custom
Custom strategies are personalized to fit the specific financial goals, risk tolerance, and investment preferences of individual clients. These strategies are tailor-made based on in-depth client consultations and can include unique asset allocations, investment vehicles, and risk management techniques.
Key Features
Advisor-directed for client customization
Fully customized to clients’ needs
Dynamic adjustments as clients goals evolve
Adapted to personal financial goals and risk profile of individual clients