Invictus Investment Advisors

Overview

Invictus Investment Advisors is a small, independent Registered Investment Advisor organized as an LLC that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and concentrates its client work on direct wealth-management relationships rather than institutional or pension consulting. Investment activity shows a clear preference for publicly traded equities and exchange-traded products as the core of client portfolios, supplemented by mutual funds and annuity solutions where appropriate. The adviser does not position itself as an ESG-focused manager and is not structured as a multi-state adviser or a capital allocator running its own alternative funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices