Fintent

Fintent Invest is a registered investment advisor firm founded by Annelise Li and headquartered in Monrovia, California. The firm specializes in custom portfolio management and comprehensive financial planning for individuals, high-net-worth clients, trusts, and business owners. Fintent Invest uses a strategic allocation strategy aimed at long-term value investing, while also incorporating tactical adjustments, options, and cash positions as needed. Clients receive a one-time comprehensive financial plan at the start of the relationship, which serves as the foundation for managing their investments at no extra charge. Fintent Invest offers six proprietary model portfolios ranging from conservative income-focused strategies to aggressive growth options, as well as specialized Physician Wealth Advisory services. In addition to ongoing portfolio management, the firm provides standalone hourly financial planning and investment consulting services.