A complete list of active advisors currently associated with Invantage Capital LLC
Warmer can help you find a great advisor at Invantage Capital LLC or one who fits your needs even better.
InVantage Capital LLC provides portfolio management and optional financial planning services to individual clients, offering quarterly written reports and the ability for clients to impose reasonable account restrictions. The firm’s brochure indicates it is newly formed and currently reports no assets under management. The firm describes a comprehensive, fundamentally driven investment process that combines quantitative and qualitative analysis, including reviews of corporate filings (10-Ks/10-Qs), free cash flow assessments, earnings call transcripts, and analysis of debt structures and ratings. Portfolios are managed with a long-term perspective emphasizing asset allocation and diversification, while allowing client-specific concentration and discretionary trading authority with trade aggregation when appropriate. Notably, the firm’s principal also holds licenses to practice law and to act as a real estate broker, and the brochure states any legal or real estate work would be offered under separate agreements with disclosures of potential conflicts. InVantage positions itself as a fee-only fiduciary that does not accept commissions or performance-based fees and may provide financial planning at no additional charge, with these arrangements and conflicts described explicitly in the firm’s disclosures.
To learn more about the advisors currently working at Invantage Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, CA
| 5
|
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