Investa Asset Management LLC

Overview

Investa Asset Management LLC is a small, owner-operated registered investment advisor that focuses on equity-centered portfolio management and financial planning. The firm provides fee-based services through a mix of percentage-of-AUM and fixed-fee arrangements and lists portfolio management for individuals, small businesses and institutional/business clients among its activities. Its filings show a clear preference for exchange-traded equities as the primary allocation, while the firm also documents relationships with third-party managers across several alternative asset classes. The firm is not listed as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices