A complete list of active advisors currently associated with Invest Inc.

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

Invest Inc. provides discretionary investment supervisory services and financial planning to a national clientele of individuals and business entities, managing roughly $158.7 million across about 208 client accounts. The firm focuses on portfolio management for individual (non‑high‑net‑worth) clients and also offers advice on tax, trust and estate matters as part of its planning services. The firm’s investment approach centers on strategic asset allocation implemented primarily through actively managed mutual funds and global diversification, with accounts managed on a discretionary basis. Research methods include charting, fundamental, technical and cyclical analysis, and the firm may employ margin, short‑term trading and option strategies when appropriate to clients’ objectives. Invest Inc. is notable among similar team firms for its close affiliation with an accounting practice — it shares office space and delivers tax preparation and related accounting services through that relationship — and several team members hold accounting or CFP credentials. It is also atypical for a team of this size and AUM to concentrate on non‑HNW individual clients and to operate without a required account minimum.

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