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Camp Hill, PA Office

Team
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Invariant Investment Management logo

Invariant Investment Management

Team

Firm-wide stats for Invariant Investment Management

Total advisors

6

Across 3 offices

Clients per advisor

52 Typical

Avg AUM per client

$545,658 Low

HNW client ratio

14% Low

About

Invariant Investment Management serves individuals (including high-net-worth clients), trusts, estates, business entities, charitable organizations, and retirement plans. The firm provides ongoing portfolio management and financial planning (both bundled with management and as standalone engagements), and also offers subadvisory services to other registered advisers and platform consulting to financial institutions.

The firm tailors advice through written Investment Policy Statements and typically manages client accounts on a discretionary basis with periodic rebalancing, using a mix of fundamental, technical, cyclical analysis and the tenets of modern portfolio theory across mutual funds, ETFs, equities, fixed income, real estate funds, commodities, and non-U.S. securities. Adviser-monitoring is performed regularly (generally quarterly), and when acting as a subadviser it builds and trades Model Portfolios for implementation by independent advisers.

Invariant’s brochure discloses several items that differentiate it from many peers, including a disclosed disciplinary event involving a firm principal and ownership interests by senior personnel in an affiliated investment fund, with related conflict disclosures and mitigations (for example, not applying the firm’s advisory fee to client assets invested in that fund). The firm also operates multiple offices, sponsors or syndicates an investment fund, and maintains a wholly owned tax‑preparation subsidiary that offers services to clients—features that are less common for team firms and may be relevant to prospective clients assessing conflicts, custody arrangements, and institutional capabilities.

Based on Invariant Investment Management

Expertise

Wealth management Annuities

Based on Invariant Investment Management

Location

200 Grandview Avenue, Suite 103

Camp Hill PA 17011

Advisors at this office

4

Advisors at this office

user avatar

David B

Series 65

Camp Hill, PA

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.

Wealth management Annuities
user avatar

Gary S

CFA®

Camp Hill, PA

Invariant Investment Management

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.

Wealth management Annuities
user avatar

Seth A

CFP®, Series 63, Series 65

Camp Hill, PA

Invariant Investment Management

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.

Wealth management Annuities
user avatar

Erin F

Series 65

Camp Hill, PA

Invariant Investment Management

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.

Wealth management Annuities
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