Invariant Investment Management

RIASEC Registered
Total AUM
$183M
Discretionary
$182M
100% of AUM
Avg account
$240K
Accounts
762
Employees
7
Advisory reps
6

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

FINTRX

Overview

Invariant Investment Management is an independent, SEC-registered registered investment adviser (SEC registration in 2017) organized as an LLC and owned by a mix of a domestic entity and an individual. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its client fee model combines a percentage-of-assets-under-management approach with fixed fees. The firm is not positioned as an institutional capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Exchange Traded Equities 17%, Cash & Cash Equivalents 3%, US Government Bonds 2%78%
  • Public Funds/Mutual Funds78%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%

Owners & executives

2 of 2
  • Gary Smith

    Gary Smith

    COOCRD 7111370

  • Seth Arbogast

    Seth Arbogast

    CEO, Founder, Financial AdvisorCRD 5070257

Contacts

3 of 4
  • David Borowsky

    David Borowsky

    Founder & Director of InvestmentsCRD 5680824

  • Charles Wise

    Charles Wise

    Vice PresidentCRD 4799506

  • Jonathan Turner

    Jonathan Turner

    Managing PartnerCRD 4853469

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 35

Active vs passive

$174M in ETFs

Passive

70%

$122M

Active

30%

$52.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 7-10 YEAR TREASURY BOND ETF (IEF)BlackRockPassiveLong Government$26.3M295,57715.11%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth