Invested Interests, LLC

The firm provides combined investment advisory, financial planning and portfolio management services under a single engagement and fee structure. It serves individual investors as well as corporate and nonprofit/charitable clients and manages roughly $7.7 million on a discretionary basis across its client accounts.

The firm tailors recommendations to each client through an Investment Policy Statement and draws on both fundamental and technical analysis and third‑party research. Portfolios typically emphasize balanced, long‑term holdings, with occasional short‑term recommendations or covered option positions when appropriate, and the firm offers screening for socially responsible investments to match client preferences.

Compared with many peers, the firm’s principal has ongoing affiliations with other investment management entities and maintains an accounting consulting practice as a licensed CPA, activities the brochure discloses and says are not provided to the firm’s clients. The combination of those outside investment affiliations, an accounting practice, and the explicit acceptance of corporate and charitable clients is less common among similar independent advisers and is managed through disclosure and the firm’s conflict‑of‑interest policies.