Intervest LTD - Investment Advisers

About Intervest LTD

Intervest LTD is an investment adviser based in Chevy Chase, Maryland, and is one of the Investment Advisers in Maryland in this directory. The firm describes itself as independent and says its registered investment advisers have provided financial planning and counseling to families and individuals in the Washington, DC area since 1982. Registry data reports regulatory assets under management of $246.95 million and five employees. The firm also appears in the Directory of US Investment Advisers. The firm says it builds strategies around each client's needs and long-term goals, whether those goals involve growing wealth, protecting a family, or preserving assets. Its materials focus on retirement planning and questions about investment ideas, and they state a commitment to trust, honesty, and integrity. The About page describes two principals with long tenure at the firm. One joined in 1985 as Vice President, became President in 1991, and earned the Certified Financial Planner designation in 1988. The other joined in 1997 after several years at NationsBank Trust Company and earned the same designation in 1998. Both are members of the Financial Planning Association and the Washington, D.C. Estate Planning Council.

Key Facts

Assets Under Management

$246.95M

Employees

5

SEC File Number

801-26390