top of page


Trailing 1-year Composite Performance
as of 2/28/2022

Performance home page 2023.2.png
Home - Section 1

Our Team

Robert Lloyd, CFA

Robert Lloyd, CFA® is President and Chief Investment Officer of Lloyds Intrepid Wealth Management, and author of the book Central Markets.

Christopher Lloyd, CFP

Christopher Lloyd, CFP®, is Vice President, Senior Wealth Planner, Portfolio Manager and Co-Founder of Lloyds Intrepid Wealth Management.

Home - Section2

Our Services

Comprehensive Financial Planning

Learn More

fin plan icon.png

Cash-Flow Planning

Learn More

Portfolio Construction & Risk Management

Learn More

Tax Strategies

Learn More

Estate Planning

Learn More

Multi-Generational Planning

Learn More

Anchor 1
bottom of page