InTrack Investment Management Inc

  • Investment Bank/Securities Brokerage
  • South Burlington VT
  • 3 employees
  • Investment Management
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Company Overview

Headquarters
1233 Shelburne Road, Pierson House Suite D6B, South Burlington VT
Website
intrackinvest.com
Phone
(018) 01-*****
Employees
3
Founded in
1992
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$3B

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Who is InTrack Investment Management Inc

InTrack Investment Management Inc. is an independent investment advisory firm based in South Burlington, Vermont. As a small business with five employees, InTrack Investment Management helps clients achieve their financial goals through personalized investment strategies. The firm prioritizes transparency and client-centric service, avoiding commission-based sales and in-house brokerage services. InTrack Investment Management specializes in managing assets for high net worth individuals, families, and trusts. Their approach focuses on long-term investment objectives, guiding clients through comprehensive financial planning and portfolio management. The firm prides itself on building lasting relationships with clients, offering convenience, control, and security within their investment strategies. InTrack Investment Management leverages the diverse experience of its team to offer a unique perspective and value to clients. They believe their collective knowledge and expertise can bring focus and clarity to complex financial situations. The firm emphasizes the importance of understanding client needs and tailoring investment strategies accordingly. Clients can learn more about InTrack Investment Management’s services and investment philosophy by visiting their website at intrackinvest.com.

Company Leadership

Myron Sopher

Managing Partner and Portfolio Manager

Phone Email

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FAQ

What is the location of InTrack Investment Management Inc's headquarters?
The headquarters of InTrack Investment Management Inc are situated at 1233 Shelburne Road, Pierson House Suite D6B, South Burlington VT
What is InTrack Investment Management Inc's phone number?
InTrack Investment Management Inc's contact number is (018) 01-*****.
What is InTrack Investment Management Inc's official website?
The official website of InTrack Investment Management Inc can be found at intrackinvest.com.
What is InTrack Investment Management Inc's current revenue?
As of February 2019, InTrack Investment Management Inc's annual revenue reached $3B.
How many employees does InTrack Investment Management Inc currently have?
InTrack Investment Management Inc employs approximately 3+ people as of February 2019
Which industries is InTrack Investment Management Inc primarily operating in?
InTrack Investment Management Inc operates in the following industries: Investment Management
Who is the Managing Partner and Portfolio Manager of InTrack Investment Management Inc?
InTrack Investment Management Inc's Managing Partner and Portfolio Manager is Myron Sopher
When was InTrack Investment Management Inc founded?
InTrack Investment Management Inc was founded in 1992.

Employee Directory

Key Employees

Brett Peltzer

Partner

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Brandon Tieso

Chief Compliance Officer

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