What can you expect when you invest with Intrepid?
Fund Shareholders
- Quarterly fund manager commentaries
- Regular email updates and announcements
- Access to customer service team at U.S. Bank
Financial Advisors
- Dedicated Intrepid relationship manager and support staff
- Personal access to portfolio managers
- Educational webinars and market updates led by Intrepid PMs and analysts
Private Client Group
($3 million or greater investable net worth)
- Personalized financial planning services (varies by client size and needs) with no advisory fees
- Dedicated Intrepid relationship manager and support staff