Welcome to Avid Intent!

Discover if your family could benefit from this “AND” to your investment portfolio.

When you take this short quiz, you'll gain insights into your current understanding of strategies to leave a powerful impact for your children, grandchildren and beyond.

Just click start above to get going!

True Diversification

With the USD underlying everything most people invest in, understand why an allocation of something else is important.

For The Next 50 Years

Use strategies that map for the next 50 years - not the same 60/40 stock/bond split that has be reused for decades.

1-1 Approach

When you work with us, our 1-1 approach helps you make the best choices for you - not some boilerplate script.