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- Custodian
- Charles Schwab & Company · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-1999
- Office Locations
- 1
Office Locations
About Intrinsic Investors LLC
Intrinsic Investors is a Wisconsin-based fiduciary RIA providing financial planning and portfolio management for individuals, trusts, retirement plans, and philanthropic organizations across the country. Its investment approach relies on traditional research and a proprietary pricing model inspired by Benjamin Graham, emphasizing margin-of-safety positioning. Portfolios commonly use ETFs and public funds, supported by an “Ask Us Anything” client service platform.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM MEREDITH FONS
Chief Compliance Officer
- CRD
- #2501267
- Ownership
- 25% but less than 50%
CHRISTOPHER PAUL SHEA
Partner
- CRD
- #705690
- Ownership
- 25% but less than 50%
Focus meridian
Horizon radial
- CRD
- #94232
- Ownership
- 35.8%
Showing 2 of 3 owners & executives
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CHAD A MELCHER
Investment Advisor
- CRD
- #5115141
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,418,311 | $337,907 |
| Non-Discretionary | $0 | -- |
| Total | $129,418,311 | $337,907 |
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Separately Managed Accounts
Total SMA Asset: $129,418,311
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,512,781,470 | 17.4% |
| Public Funds | $2,069,206,838 | 23.8% |
| Private Funds | $2,556,079,035 | 29.4% |
| Cash | $2,556,079,035 | 29.4% |
| Total | $8,694,146,378 | 100.0% |