Invested Interests, LLC

Invested Interests, LLC is a small, independent registered investment adviser that provides combined investment advisory, financial planning, and discretionary portfolio management for individuals as well as corporate and nonprofit clients, including charitable organizations. The firm manages about $7.9 million on a discretionary basis for roughly 53 clients and offers socially responsible investing options alongside mutual funds, stocks, bonds, and exchange-traded funds.

The firm tailors advice with a written Investment Policy Statement for each client and uses both fundamental and technical analysis to construct diversified, long-term portfolios, while occasionally recommending short-term positions or covered option strategies when appropriate. It incorporates social, environmental, and governance screens into fund selection to align portfolios with client preferences, and monitors risk through diversification and ongoing account reviews.

Notably for a solo independent adviser, the firm’s principal maintains memberships in affiliated investment entities (including a fund-management business and a private investment vehicle) and previously operated an accounting-consulting practice, with the brochure disclosing roughly 20 and 10 hours per week spent on those affiliated businesses, respectively. Those affiliations, together with the firm’s acceptance of corporate and charitable clients and its role in affiliated fund activities, distinguish it from many peers; the brochure states these relationships are disclosed and monitored to mitigate conflicts of interest.