Invariant Investment Management
Firm details
- Headquarters
- Camp Hill, Pennsylvania
- CRD number
- 168772
- Registered since
- September 22, 2017
- Website
- www.invariantinvestments.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.17%
- Individuals40.32%
- Corporations / Businesses6.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Invariant Investment Management is an independent registered investment adviser organized as an LLC and operating since 2017. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM schedule with fixed fees. According to its snapshot, Invariant does not characterize itself as an active ESG investor and is not listed as a pension consultant or related adviser. The firm lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
2 of 2
Gary Smith
COOCRD 7111370
Seth Arbogast
CEO, Founder, Financial AdvisorCRD 5070257
Contacts
3 of 4
Jonathan Turner
Managing PartnerCRD 4853469
David Borowsky
Founder & Director of InvestmentsCRD 5680824
Charles Wise
Vice PresidentCRD 4799506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$172M in ETFs
70%
$121M
30%
$51.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $26.5M | 123,219 | 15.37% |
Location
Camp Hill, PA
Cumberland
Location
Camp Hill, PA
Headquartered in Camp Hill, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Cumberland
- Address
- 200 Grandview Ave
- Time zone
- ET (UTC-5)
- Office locations
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