InTrack Investment Management, Inc. Employee Directory

Investment ManagementVermont, United States2-10 Employees

InTrack Investment Management, Inc. is an independent, fee-only investment advisory firm based in South Burlington, Vermont. Since 1992, it has worked with individuals, families, and nonprofits, offering a integrated approach that combines investment management with financial planning to address risk, return objectives, and life circumstances, including future cash flow needs and the potential involvement of the next generation. The firm emphasizes estate planning considerations through structures such as trusts, insurance, gifting, and philanthropy to help clients manage assets toward a defined legacy. The organization operates within the investment management industry and positions itself as a boutique advisory practice focused on holistic planning rather than isolated investment services. Recent activity noted includes a public update in 2023 regarding a new position in Netflix, reflecting ongoing client and market engagement from its advisory role.

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