InterGeneration brings cost effective institutional-grade investment management processes to you. Our goal is to optimize investment returns consistent with the level of risk you are comfortable with.

InterGeneration does not custody any client assets. We work with our independent custodian, a subsidiary of one of the world’s largest custodian bank, through our introducing broker who make available full transparency of account portfolio holdings and daily net asset values to clients through their proprietary software application.

InterGeneration also engages an independent award winning fund administration firm based in Chicago with offices nationwide to make available monthly financial reports.


InterGeneration can act as a Section 3(21) or 3(38) investment fiduciary, providing investment selection and monitoring services to thrift plans and acting in the sole interest of plan participants. We prefer to work with independent plan administrators, as distinct from administrators that also provide fund products, in order to avoid any potential conflicts of interest.


InterGeneration's investment philosophy is that fundamental, quantitative, and global macro-economic investment and research disciplines integrated into a single iterative and repeatable process that is executed by one team within a firm culture that requires such integration leads to superior performance. We offer various investment strategies including:

Our investment process is fundamentally driven. Our portfolios are concentrated and have a value bias. Weaknesses associated with fundamental research including human bias are mitigated by the robustness and repeatability of our quantitative discipline while retaining the benefit of qualitative judgment that is grounded in established principles and methodologies in business, macro and microeconomics, econometrics, and accounting and finance. Global macro-economic and markets research guides country, region, and sector selection, and assures an informed awareness of global risks that otherwise would not be afforded to narrower regional focus. ESG is integrated into the investment process and is viewed as a risk factor or contingent liability that may become realized in the future.

InterGeneration Equity Investment Process