Invest Track Financial, LLC

Invest Track Financial is a fee-only registered investment adviser that provides wealth management and ongoing financial planning to individual and high-net-worth clients. The firm manages roughly $61 million for a small client base across a two-advisor team, delivering discretionary portfolio management and planning services.

Investment approach centers on asset allocation grounded in modern portfolio theory, blending passive and active strategies and using mutual funds, ETFs, and individual securities while employing fundamental and cyclical analysis. The firm typically favors long-term holdings with the ability to make tactical adjustments and can incorporate socially responsible (ESG) funds and alternative exposures through pooled vehicles when clients request them.

What distinguishes the firm is its small, highly credentialed leadership—both principals hold CFA and CFP designations and bring prior institutional investment leadership—and an ownership structure held through family trusts. The combination of a limited client roster with relatively large assets under management per client, an integrated planning offering provided to wealth-management clients by election, and a fee-only, non-commission model (the firm also does not vote client proxies) sets it apart from many peers.