Invariant Investment Management

David Borowsky is a financial advisor at Invariant Investment Management with 14 years of industry experience. He holds a Series 65 designation and has held roles at Anthem Capital Management, Invariant Real Estate II and III, AB Grandview, and Invariant Tax Services. Borowsky is also involved in business consulting through Zurich Partners LLC and serves as managing member of AB Grandview, a real estate investment company. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, providing portfolio management, financial planning, subadvisory, and platform consulting services. The firm uses a diversified investment approach combining fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Gary Smith Jr. is a CFA® charterholder with seven years of experience in the financial industry. He has worked at Invariant Investment Management since 2019 and previously held a position at CME Group from 2015 to 2019. Outside of investment management, he is the CEO of GR72 Financial Consulting, a business consulting firm focused on operational efficiency and incentive design. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans with portfolio management, financial planning, subadvisory services, and platform consulting. The firm employs a blend of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage diversified portfolios, typically on a discretionary basis with regular adviser monitoring.

Charles Wise III is a financial advisor at Invariant Investment Management with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Invariant Investment Management in 2017, he worked at Pure Capital Management Limited for seven years. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering portfolio management, financial planning, subadvisory services, and platform consulting. The firm uses a disciplined investment approach combining fundamental, technical, and cyclical analysis with modern portfolio theory, managing diverse asset classes on a discretionary basis with regular monitoring.

Seth Arbogast is a CFP® professional with 16 years of industry experience, currently serving at Invariant Investment Management. He has been with Invariant since 2014, following a prior role at Team Financial Managers from 2010 to 2013. Arbogast is also the principal of Invariant Tax Services, a tax preparation and e-filing subsidiary of his firm, where he provides supervisory oversight. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans by offering portfolio management and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage client accounts, typically on a discretionary basis, and also provides subadvisory and consulting services to other advisers and financial institutions.

Erin Fischer is a Series 65-licensed advisor with Invariant Investment Management, where she has worked since 2021. She has two years of industry experience and previously worked at LingaTech. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm provides portfolio management and financial planning, using a mix of fundamental, technical, and cyclical analysis alongside modern portfolio theory across multiple asset classes, with a tailored and discretionary investment approach.

Jonathan Turner is a financial advisor at Invariant Investment Management with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Ameriprise Financial Services and Argo Capital Partners. Outside of his advisory roles, he is an author who wrote and published the book "Stop Faking It, Start Making It" and contributed a chapter to "The Art of the Comeback." Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans with portfolio management and financial planning services. The firm typically manages accounts on a discretionary basis using a variety of analytical approaches and offers subadvisory and consulting services to other advisers and financial institutions.