A complete list of active advisors currently associated with Invictus Investment Advisors

Warmer can help you find a great advisor at Invictus Investment Advisors or one who fits your needs even better.

Invictus Investment Advisors provides discretionary investment management and financial planning to individuals and a range of institutional clients, including employer-sponsored retirement plans and other institutional entities. The firm also offers employee benefit plan advisory services and provides advice and rebalancing for held-away accounts such as 401(k) plans, 529 plans, and variable annuities. The firm works with clients to develop individualized investment policies and asset allocation targets, and implements portfolios primarily through passive strategies grounded in Modern Portfolio Theory, typically using index mutual funds and ETFs. It operates with discretionary authority, conducts regular (quarterly) account reviews, and may use an order management system to monitor and rebalance both custodied and held-away accounts. Notably for a single-advisor independent practice, Invictus explicitly serves institutional clients and sponsors retirement plans — services that are uncommon among peers in this category. The firm reports a relatively small asset base (approximately $102,200 in discretionary AUM across 13 clients) and the principal maintains separate consulting engagements that occupy a portion of their time, which may affect scale and availability.

To learn more about the advisors currently working at Invictus Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Montgomery	Lawton, OK	6

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