Oak Park, CA Office

Investamily LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities. The firm prepares an Investment Policy Statement for each client and may refer portions of client assets to third‑party advisers or private funds as part of its service offering.

The firm combines multiple methods of analysis (charting, fundamental, quantitative, modern portfolio theory and technical analysis) and employs a broad set of strategies, including long‑ and short‑term trading, margin, options, and allocations to real estate funds, private equity, hedge funds and other alternatives. Financial planning is delivered using the MoneyGuidePro platform and is provided as a complimentary or one‑time plan for portfolio management clients, with quarterly custodial reporting for ongoing accounts.

Investamily is a small, closely held adviser with a single primary management person overseeing account reviews and disclosures of $2.6 million in discretionary AUM and a very limited client base, which concentrates decision‑making and may affect resourcing compared with larger peers. The firm’s managing member also is a licensed insurance agent and a real estate broker/dealer and serves as CFO of a company servicing high‑net‑worth individuals relocating from China; the brochure discloses these outside activities and the associated potential conflicts (commissionable insurance or real estate transactions and fee‑sharing when directing clients to third‑party advisers).