A complete list of active advisors currently associated with Invest Capital LLC

Warmer can help you find a great advisor at Invest Capital LLC or one who fits your needs even better.

Invest Capital LLC is a small independent advisory firm that provides portfolio management and financial planning primarily for individual and high-net-worth clients, and also accepts employer retirement plans. Services include both discretionary and non-discretionary asset management, financial planning, and ERISA-related plan work. The firm tailors investment programs to clients’ goals, time horizons, and risk tolerance, using a mix of fundamental, technical, charting and cyclical analysis across equities, fixed income, ETFs and mutual funds. Portfolios may be managed on a discretionary basis and, when appropriate, the firm may employ borrowing (margin) in separately managed accounts. Distinctive aspects include pension consulting and the ability to serve as either a 3(21) advisor or a 3(38) investment manager for retirement plans—services less common among solo independent advisers. The firm also offers public educational seminars and workshops at no charge and discloses that its sole principal maintains outside business activities, such as rideshare driving and rental property management.

To learn more about the advisors currently working at Invest 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.