Investology Inc. logo

Investology Inc.

Updated today

Client assets under management

$180,000,000

Clients

350

0% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

88

High

Average account size

$514,286

About

Investology provides ongoing portfolio management and financial planning to individual investors, company retirement plans, and charitable organizations, overseeing roughly $250 million across about 350 client accounts. Services include creating an individualized Investment Policy Statement, regular portfolio monitoring, and both discretionary and non‑discretionary management.

The firm employs a mix of analytical methods — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and implements both long‑term and short‑term trading strategies across mutual funds, equities, fixed income, REITs, ETFs, commodities and inflation‑linked bonds. Investology typically seeks discretionary authority to execute trades and provides quarterly account reporting through custodians.

What is noteworthy is that several advisory personnel are active in accounting and CPA practices or hold interests in outside business entities; the brochure discloses these outside activities and states they are separate from the advisory firm while acknowledging the potential for conflicts. The firm also discloses that clients may, at times, be offered co‑investment opportunities with affiliated entities and describes disclosure and review procedures intended to address those potential conflicts.

Client services

Financial planning Portfolio management

Expertise

Wealth management Real estate investing Passive / index investing General retirement planning

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Fee options

Percentage

$0 - $500,000: 1.65% $500,001 - $1,000,000: 1.45% $1,000,001+: 1.25%

Main office location

Investology Inc.

1939 Roland Clarke Place Suite 350

Reston VA 20191, United States

Number of offices

1

Most active in

Maryland · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ehab S

CFP®, Series 66

Reston, VA

Investology Inc.

Ehab Selim is a financial advisor at Investology Inc. with 20 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Investology in 2017, he worked at Lincoln Financial Advisors beginning in 2014. Investology provides ongoing portfolio management and advisory services to individual clients, company retirement plans, and charitable organizations. The firm uses a combination of analytical methods and modern portfolio theory to manage a diverse range of investment instruments on both discretionary and non-discretionary bases.

Wealth management Real estate investing Passive / index investing General retirement planning
user avatar

Amr A

Series 63, Series 65

Reston, VA

Investology Inc.

Amr Alian is a financial advisor with Investology Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Investology since 2010 and also serves as president and sole owner of Isynergy CPA, an accounting firm. Prior to Investology, he worked at Corporate Executive Board beginning in 2004. Investology provides portfolio management and advisory services to individuals, company retirement plans, and charitable organizations. The firm employs a combination of analytical methods and modern portfolio theory to manage a diverse range of investment instruments and offers both discretionary and non-discretionary account management.

Wealth management Real estate investing Passive / index investing General retirement planning
user avatar

Ameen E

Series 66

Reston, VA

Investology Inc.

Ameen Estaiteyeh is a financial advisor at Investology Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with Investology since 2004. Investology provides portfolio management and advisory services to individual clients, retirement plans, and charitable organizations. The firm uses a variety of analytical methods combined with modern portfolio theory and manages a broad range of investment instruments across both long-term and short-term strategies.

Wealth management Real estate investing Passive / index investing General retirement planning
user avatar

Omar B

Series 66

Reston, VA

Investology Inc.

Omar Barakat is a financial advisor at Investology Inc. with a Series 66 designation and over eight years of experience. His prior roles include positions at Charles Schwab & Co., Bank of America, and Merrill Lynch. Investology provides portfolio management and financial planning services to individual investors, company retirement plans, and charitable organizations, overseeing approximately $250 million across 350 client accounts. The firm uses a combination of analytical methods and trading strategies across various asset classes and typically holds discretionary trading authority.

Wealth management Real estate investing Passive / index investing General retirement planning
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