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

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

Invest Capital Partners provides investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and businesses, offering both discretionary and non‑discretionary portfolio management alongside stand‑alone financial planning. Client engagements begin with discovery meetings and investor questionnaires and include ongoing review consultations to tailor advice to each client's objectives and circumstances. The firm integrates portfolio management within a broader financial planning process, constructing custom portfolios or implementing firm model portfolios, monitoring performance, and rebalancing as appropriate. Its disclosed methods of analysis include modern portfolio theory, fundamental and technical analysis, and strategies that range from long‑ and short‑term purchases to option writing and margin transactions; the brochure notes tax efficiency is generally not the primary consideration and recommends consulting a tax professional. Distinctive for a team firm, Invest Capital Partners operates through multiple offices and does business under several DBAs, and the brochure discloses the use of sub‑advisers (which the firm may hire or fire without prior client approval). The brochure also states that some representatives are licensed Enrolled Agents or CPAs who may perform tax preparation services and that certain representatives may be licensed insurance agents who earn commissions—arrangements the firm discloses as potential conflicts of interest for clients to consider.

To learn more about the advisors currently working at Invest Capital Partners, 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.