A complete list of active advisors currently associated with Invariant Investment Management

Warmer can help you find a great advisor at Invariant Investment Management or one who fits your needs even better.

Invariant Investment Management is an SEC‑registered advisory firm that serves individual and high‑net‑worth clients as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm offers discretionary and non‑discretionary portfolio management, financial planning (often included with portfolio services), subadvisory model portfolio management for other advisers, and platform consulting for financial institutions. The firm documents client objectives and constraints through written Investment Policy Statements and applies a mix of modern portfolio theory, fundamental, technical, and cyclical analyses when constructing and rebalancing portfolios. It generally implements portfolios using mutual funds, ETFs, equities, fixed income, real estate funds, commodities, and other securities, and conducts ongoing monitoring with periodic reviews tied to client life events and market developments. Distinctive disclosures in the brochure include operation from multiple offices (six), an affiliated private investment fund sponsored through a related entity with disclosed conflicts and a stated policy not to apply the firm’s advisory fee to client assets invested in that fund, and a wholly owned tax‑services subsidiary that offers tax preparation to clients. The firm also discloses a prior FINRA disciplinary event involving a firm principal and explains how these affiliations and disclosure events are managed and communicated to clients.

To learn more about the advisors currently working at Invariant Investment Management, 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.