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Intentional Asset Management
Intentional Asset Management
Our Story
Our Team
Contact Us
Advisory Services
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Institute
Intentional Asset Management
Intentional Asset Management
Our Story
Our Team
Contact Us
Advisory Services
Our Solutions
Research
Institute
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Heather McGee 12/20/25 Heather McGee 12/20/25

Terms of Service

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Heather McGee 12/20/25 Heather McGee 12/20/25

Privacy Policy

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About Us

Our Team

Our Story

Contact Us

Advisory Services

Our Solutions

Research

Intentional Asset Management

12 East 49th Street, 11th Floor
New York, NY 10017
info@intentionalfunds.com
(917) 776-7237

Form ADV Part 2A
Form ADV Part 2B
Form CRS
Privacy Policy
Terms of Service

Intentional Funds, LLC (dba “Intentional Asset Management” or “IAM”) is a state-registered investment adviser. Registration does not imply a certain level of skill or training. IAM provides investment advisory services only in states where it is properly registered or exempt from registration.

The information on this website is provided for general informational and educational purposes only and is not intended to constitute investment advice or a solicitation to buy or sell securities. Nothing on this website should be construed as personalized investment, tax, or legal advice. Any investment strategies, themes, or examples discussed may not be suitable for all investors.

IAM provides investment advisory services on a non-discretionary basis only. All investment decisions are made by clients, and no transactions are executed without prior client approval. IAM does not take custody of client funds or securities, except for the limited purpose of deducting advisory fees as authorized in writing by clients.

This website may reference thematic model portfolios or investment frameworks developed by IAM. These models are illustrative advisory frameworks, not investment products, and are not automatically implemented. Any reference to funds or investment vehicles is provided for informational purposes only and does not constitute an offer or solicitation. Any such offer will be made solely through applicable offering documents and in accordance with applicable securities laws.

Information on this website may include data or content from unaffiliated third-party sources. While believed to be reliable, IAM does not guarantee the accuracy, completeness, or timeliness of third-party information and assumes no responsibility for its use. Any tools, calculators, or illustrations are provided for convenience only and should not be relied upon as a substitute for individualized advice.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Additional information about IAM’s advisory services, fees, and business practices is available in its Form ADV Part 2A, which is available upon request or through the applicable state securities regulator.

This website is provided “as is,” without warranties of any kind, express or implied, including with respect to accuracy, completeness, timeliness, or results obtained from its use.