Financial Services - New Orleans, Louisiana, United States
Founded in 2019, InterCapital, LLC is an asset management firm located in New Orleans, LA implementing an in-house concentrated model portfolio.InterCapital Management is an investment advisory firm located in New Orleans, Louisiana. We implement a concentrated model portfolio to invest in publicly traded companies that present a unique long-term opportunity. At InterCapital, we believe strongly that in today's disruptive market environment there's an opportunity to generate alpha by employing a disciplined concentrated investment strategy in individual securities rather than index investing. Our model portfolio will typically hold between 10-15 equity securities at any given time. Our team researches equities of any market capitalization that we have confidence will produce high, risk-adjusted, forward rates of return. In today's ever-changing economy, where market disruption is so prevalent, understanding trends and changes in consumer behavior of the Gen Z and Millennial population is crucial when making investment decisions for the future. Our team is well equipped for this analysis.
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