Intelligent Financial Strategies
Intelligent Financial Strategies LLC is a registered investment adviser based in Excelsior, Minnesota. The firm primarily serves high net worth individuals (over $199.8M of $219.2M AUM comes from this segment), with a small portion from other individual clients and charitable organizations. As of 2025, the firm has 2 employees, emphasizes discretionary portfolio management, and reports directly to the SEC. Located in the Minneapolis-St. Paul metro, Intelligent Financial Strategies provides specialized wealth advisory and investment management solutions.
Investment Strategy
Intelligent Financial Strategies focuses on discretionary investment management for individuals, particularly high net worth clients. Their portfolios commonly include large U.S. equities—such as Apple, Microsoft, Alphabet, Mastercard, and VISA—reflecting a growth-and-quality tilt typical for wealth managers. Holdings diversify across consumer, technology, financial, and industrial sectors, with an emphasis on long-term capital appreciation for private clients. The firm provides tailored advisory services, concentrating on personalized portfolio construction, risk management, and client-centric financial planning.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 31.51% | $64.7M | 128,780 | $422.14 | $502.74 | -$25.2M |
V VOO | VANGUARD INDEX FDS | 12.41% | $25.5M | 41,513 | $415.08 | $612.38 | -$3.0M |
V VT | VANGUARD INTL EQUITY INDEX F | 11.28% | $23.2M | 168,150 | $131.82 | $137.80 | +$15.3M |
V VTI | VANGUARD INDEX FDS | 7.90% | $16.2M | 49,331 | $291.73 | $328.17 | +$10.5M |
V VXUS | VANGUARD STAR FDS | 5.01% | $10.3M | 140,106 | $72.26 | $73.46 | +$9.0M |