Intrack Investment Management Inc.
InTrack Investment Management, Inc. is a Vermont-based SEC-registered investment adviser founded in 1992. It provides independent, fee-only wealth management and financial planning services to individuals, families, trusts, and non-profit organizations. Led by a team of experienced partners including founder Myron R. Sopher, the firm currently has approximately 5 employees and acts as a fiduciary, focusing on personalized investment strategies and education while serving clients primarily in the United States.
Investment Strategy
InTrack Investment Management takes a personalized, client-focused approach to portfolio construction, using multiple asset classes—equities, bonds, ETFs, and mutual funds—tailored to each client's circumstances and objectives. The firm offers both discretionary and non-discretionary advisory, coupled with integrated financial planning, aiming for long-term capital growth and preservation. Its investment process emphasizes transparency, ethical conduct, and acting solely in the client’s best interests as a fiduciary. The firm does not charge commissions or participate in wrap-fee programs, and provides planning and consulting services for retirement plans, nonprofits, and trusts.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.42% | $7.4M | 14,296 | $274.06 | $517.95 | +$4.5K |
I IVV | ISHARES TR | 3.88% | $6.5M | 9,702 | $551.26 | $669.30 | +$1.1M |
A AAPL | APPLE INC | 3.87% | $6.5M | 25,457 | $161.08 | $254.63 | +$1.5M |
P PANW | PALO ALTO NETWORKS INC | 3.53% | $5.9M | 29,063 | $113.63 | $203.62 | +$55.7K |
F FENI | FIDELITY COVINGTON TRUST | 3.44% | $5.8M | 163,318 | $32.55 | $35.28 | +$410.2K |