Our Investment Approach

Trend Following

Investment Approach

 

At Intrepid Wealth Partners, we believe that smart investing isn’t about chasing yesterday’s high tide —it’s about spotting the waves that are forming, positioning yourself, and riding them until it’s time to pull back.
Our approach comes from our founders experience as a surfer and trend-following investor and is built on evidence-based portfolio management that is tailored for high-earning professionals, entrepreneurs, and adventurers alike.

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Why Trend-Following?

 

Just like surfing, where timing, balance, and positioning determine your ride, investing requires discipline, clarity, and respect for the elements. Here’s how this translates to our portfolio philosophy:

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• Catch the Wave Early – Rather than trying to predict the future based on gut feel or crystal balls, we follow systematic signs of momentum. When a market or sector begins to trend, we position portfolios to capture upside while the opportunity exists.

• Ride the Momentum – Once we’re on board, we stay alert, adapt to changing conditions, and maintain exposure until the wave shows signs of fading.

• Respect the Return Shore-Break – Just as a surfer must know when to exit the wave before it crashes, we use risk controls, drift thresholds, and discipline to protect from downside.

• Constantly Scan for Waves – The horizon is always shifting. Global markets, new technologies, regulatory shifts, and macro trends are our surf-forecast. We continuously monitor, review, and adapt.

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Our Portfolio Construction Framework

 

We apply a clear process that blends evidence-based research with real-world agility:

1. Discovery & Alignment - We begin by mapping your personal goals, time horizon, risk tolerance, financial situation, and lifestyle (e.g., adventures, travel, legacy). Our aim: build a portfolio that supports your wave—not someone else’s.

2. Trend Identification & Allocation - Leveraging quantitative signals and qualitative context, we identify asset classes or sectors entering sustained trends. We then allocate actively, but always within a robust risk framework.

3. Dynamic Risk Management - Trend-following is powerful—but only when paired with discipline. We use:

• Drift triggers

• Portfolio diversification across non-correlated trends

• Liquidity buffers to ensure you’re not caught off guard

• Regular reviews to examine whether the “wave” still has ride left.

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Lifestyle Integration - You’re not just an investor—you’re living, building, exploring. We integrate your personal & business milestones (e.g., exit planning), tax considerations, and cash-flow needs into the investment strategy. We surf your goals, not the generic market.

Transparent Reporting & Communication - We provide clear, timely updates—no jargon, no hidden surprises. Just like checking the surf report before you paddle out, we’ll show you where we are, why we’re there, and what we’re watching next.

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What Sets Us Apart

 

Fiduciary First – We don’t sell products or take hidden commissions. Every decision is made with your best interest in mind.

Tailored for Professionals & Entrepreneurs – We specialize in clients who live in the “thanks-I-worked-hard” zone: founders, executives, high-earning professionals with assets to protect and grow.

Adventure Mindset, Institutional Rigor – Whether you’re carving waves or leading boardrooms, you deserve an investment partner who speaks your language and uses institutional-strength strategies.

Trend-Driven, Not Trend-Chasing – We’re not hopping on every “hot idea.” We adhere to a disciplined system that identifies persistent trends and stays until the conditions change.

Clarity & Simplicity – We believe complex problems don’t need complex answers. We simplify the process so you can stay focused on your life while we handle the ride.

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Are We a Fit for You?

 

If you’re a professional or entrepreneur who:

• Has built investable assets and wants expert portfolio management (rather than just advice)

• Wants more freedom, better alignment of money with lifestyle and legacy

• Believes in active, evidence-based investing rather than “set it and forget it”

• Values independence, transparency, and fiduciary integrity

Then our approach is designed for you.

Feel free to reach out and schedule a conversation. Let’s explore the waves ahead and build a portfolio you’re proud to ride.

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