Investment Process & Team

Invest with Clarity,

Managed with Intent

At Intrua, investment strategy is more than asset allocation, it’s a disciplined process rooted in your goals, values, and long-term vision. Our Investment Committee and analyst teams work tirelessly to monitor global markets, evaluate risk, and fine-tune portfolios that are built for opportunity.

Whether you’re focused on growth, income, or preserving wealth across generations, our strategies are backed by institutional-level due diligence and unwavering professional care.

Our Process

At Intrua, we believe the investment experience should feel empowering not overwhelming. That's why we lead with clarity, simplify complex decisions, and guide every client through a process that's personal, flexible, and grounded in expertise.

Your Vision

Your strategy starts with your goals and evolves around your life. Whether you're accumulating wealth, preserving what you've built, or planning for income and legacy, our disciplined investment process adapts to your needs and comfort with risk.

Every portfolio is shaped through four key stages

We Listen First

We begin by understanding your life, not just your balance sheet. That way we can build a strategy around what truly matters to you.

We Align Risk with Purpose

Through a guided conversation, we identify your risk tolerance and assign a clearly defined risk category — from ultra-conservative to aggressive — to guide every decision.

We Match Strategy to Style

Our models range from traditional diversified portfolios to actively managed strategies, direct indexing, thematic sleeves, and income-focused solutions, all curated by our Chief Investment Officer and Investment Committee.

We Adapt With You

Markets shift. Life changes. Our ongoing monitoring and tactical adjustments help keep your portfolio aligned with your goals, not market noise.

Our investment due diligence process includes:

Investment Manager Reviews

We go beyond marketing materials. We meet directly with third-party investment managers to understand their strategy, risk posture, and conviction.

Ongoing Performance Evaluation

Investment strategies are regularly monitored against risk-adjusted benchmarks, volatility thresholds, and qualitative changes in philosophy or leadership.

Multi-Asset Class Access

Our investment strategies may include equities, real assets, structured solutions, and many others.

Built-in Flexibility

As your needs evolve, we adjust. We can blend passive, active, thematic, and tax-sensitive solutions, all within a professional framework.

Investment Committee

Our Investment Committee brings together professionals with decades of experience managing complex portfolios. Their mission is clear: seek growth, defend capital, and manage risk with precision.

our committee

Sam Lawhon, CFS®

Eric Kulwicki, CFA®, CFP®

Matt Lovoie

Ron Sauvageau, CFP®

Alex Davis

Darin Archbold