INVESTED INTERESTS, LLC

Overview

Invested Interests, LLC is a small, independent registered investment adviser structured as a limited liability company that manages client portfolios on a percentage-of-AUM fee basis. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, with a clear tilt toward equity exposure. It does not position itself as an ESG investor, is not set up as a multi-state adviser, and does not serve as a capital allocator or pension consultant. Investment activity centers on exchange-traded instruments and separately managed account (SMA) implementations. The firm works with external managers for certain hedge fund allocations and has industry ties consistent with sponsoring or acting as a managing member of pooled investment vehicles, indicating a willingness to use third-party vehicles when appropriate for client objectives.

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Public Holdings

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Location & Offices