Investology Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$180,000,000
Clients
350
Advisors
4
of 5 employees
About
Investology serves individuals, trusts, estates, charitable organizations, and business entities with ongoing portfolio management, investment policy development, asset allocation, and regular portfolio monitoring. The firm reports roughly $250 million in assets under management across about 350 client relationships and is supported by four investment professionals.
Its investment process combines fundamental, technical, cyclical, charting, and quantitative analysis within a modern portfolio theory framework, using both internal and third‑party research to build diversified portfolios; stated strategies include long- and short-term trading, direct indexing, long/short equity approaches, and access to alternative and private fund investments. The firm discloses use of AI tools and technology in its modeling and emphasizes fiduciary allocation practices and at least annual portfolio reviews under predominantly discretionary mandates.
Distinctively, Investology is affiliated with an accounting firm (Synergy Consultants and CPAs LLC) and related entities that provide insurance planning, accounting, due‑diligence services, and private placement offerings—relationships it discloses and for which it describes mitigation steps such as not charging an advisory fee on client assets invested in affiliated private placements. The firm also reports an atypical client profile for its peer group by noting it does not serve a material high‑net‑worth client segment, suggesting a primary focus on broader individual and small‑business clients combined with integrated accounting and insurance referral capabilities.
Client services
Expertise
Fee options
$0 - $500,000: 1.65% $500,001 - $1,000,000: 1.45% $1,000,001+: 1.25%
Main office
1939 Roland Clarke Place, Suite 350
Reston VA 20191
Advisors at this office
3
Most active in
California · District of Columbia · Florida · Maryland · Michigan · New York · North Carolina · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ehab S
CFP®, Series 66
Reston, VA
Investology Inc.
Ehab Selim is a financial advisor at Investology Inc. with 21 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Investology in 2017, he worked at Lincoln Financial Advisors, New England Securities, Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley Dw Inc. In addition to his advisory role, he is an agent offering various insurance products through Synergy Consulting. Investology serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management and investment policy development. The firm employs a multi-faceted investment process within a modern portfolio theory framework and is affiliated with an accounting firm that provides related insurance and accounting services.
Amr A
Series 63, Series 65
Reston, VA
Investology Inc.
Amr Alian is a financial advisor at Investology Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Investology in 2010, he worked at Corporate Executive Board and Azzad Asset Management. He is also the president and sole owner of Isynergy CPA, an accounting firm based in Reston, VA. Investology serves individuals, trusts, estates, charitable organizations, and business entities by providing portfolio management, investment policy development, and asset allocation services. The firm employs a multifaceted investment approach incorporating fundamental, technical, and quantitative analysis within a modern portfolio theory framework and manages approximately $250 million in assets across 350 clients.
Ameen E
Series 66
Reston, VA
Investology Inc.
Ameen Estaiteyeh is a financial advisor with Investology Inc. in Reston, VA, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Investology since 2004 and previously worked at Azzad Asset Management, Inc. in 2003. Investology Inc. provides portfolio management, investment policy development, and asset allocation services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach that integrates multiple analysis techniques within a modern portfolio theory framework and incorporates AI tools, serving roughly 350 clients with about $250 million in assets under management.
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