About Intrack Investment Management, Inc.
<p>Founded in 1992, Intrack Investment Management, Inc. is a Vermont-based registered investment advisory firm that works with individuals, families, nonprofits, and corporations.</p> <p>With offices in Norwich (HQ) and South Burlington, the firm serves clients across the Upper Connecticut River Valley and the Burlington area. Intrack operates as an independent, fee-only fiduciary, so its advice is structured around client interests rather than commissions.</p> <p>Intrack provides financial planning and wealth management, building strategies around each client’s goals and circumstances. The firm’s approach centers on keeping plans practical and organized, with clear coordination between planning and day-to-day investment management.</p> <p>What sets Intrack apart is its fee-only fiduciary model paired with a planning-first process that ties portfolios back to specific financial decisions.</p> <ul> <li>Fee-only fiduciary investment advice</li> <li>Investment management for taxable and long-term portfolios</li> <li>Financial planning and goal-based strategy design</li> <li>Wealth management support for individuals, families, nonprofits, and corporations</li> <li>Independent <a href="/plan-advisors">plan advisors</a> services within a broader wealth management relationship</li> </ul>
Website: https://www.intrackinvest.com/
Founded: 1992
Office Locations
- Norwich, VT (Headquarters)
- South Burlington, VT
Team Members
- Myron Sopher
- Brett Peltzer, CFA, MBA
- Matthew Johnson, CFA