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Julian S

Series 65

Remote

Investire LLC

Julian Siri is a financial advisor at Investire LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Superavit for four years. Outside of Investire, he is the owner and advisor of Superavit Asset Management SAS in Argentina, where he provides investment advisory services. Investire LLC offers discretionary portfolio management and advisory services to individual, high-net-worth, and a broad institutional client base, including sovereign wealth funds and other investment advisers. The firm combines quantitative models with fundamental and technical analysis, employing both tactical and strategic asset allocation, and manages assets for a notable non-U.S. clientele.

Active portfolio management Tax-loss harvesting
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Lucas R

Series 65

Remote

Investire LLC

Lucas Rodriguez is a Series 65 licensed advisor with seven years of industry experience. He has worked at Investire LLC since 2018 and previously served as an independent economic advisor from 2014 to 2018. Rodriguez is also the owner and advisor of Superavit Asset Management SAS, an investment advisory firm based in Argentina. Investire LLC provides discretionary portfolio management and advisory services to individual, high-net-worth, and institutional clients, including sovereign wealth entities and non-U.S. investors. The firm’s investment approach combines quantitative models with fundamental and technical analysis, employing both tactical and strategic asset allocation methods.

Active portfolio management Tax-loss harvesting
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