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1200 N Mayfair Rd Ste 330
Milwaukee, WI 53226
+1 (414) 831-5700
https://www.intrivest.com

Intrinsic Investors, located in Wauwatosa, WI, is dedicated to providing comprehensive financial planning and investment management services to individuals, trusts, retirement plans, and philanthropic organizations. With over 50 years of combined experience, the firm emphasizes a fiduciary relationship, ensuring that clients' best interests are always prioritized.

The company's investment approach is rooted in traditional research and guided by principles originally developed by investing pioneer Benjamin Graham. By constructing portfolios with a focus on securities and market segments that provide a margin of safety, Intrinsic Investors aims to deliver consistent returns over time while adapting to clients' unique financial goals.

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