our greatest asset may be our independence.
As an independent business, INTAC does not sell investments. That means our services, from plan design and administration to consulting, are objective and designed specifically to meet the needs of each client we serve. In fact, our greatest asset may be our independence.
Because we are not owned by a bank, a mutual fund company or insurance company, we are free to work with investment professionals and recordkeeping platforms that deliver features and benefits that best align with the needs of our clients. INTAC works with industry partners that support a wide array of mutual funds, exchange traded funds (ETFs), investment models and self-directed brokerage accounts.