Invictus Timing Service Ltd logo

Invictus Timing Service Ltd

Updated today

Client AUM

$103,001,050

Clients

286

Advisors

1

of 1 employees

About

Invictus Timing Service, Ltd. provides discretionary investment advisory and portfolio management primarily to individual and high‑net‑worth clients, overseeing roughly $103 million in client assets for about 286 accounts. Services include individualized investment policy development, ongoing supervision, and a continuous market‑timing offering that is integrated into client portfolios.

The firm combines client‑specific objectives (time horizon, risk tolerance and tax considerations) with both technical and fundamental analysis — including charting, cyclical and qualitative methods — and evaluates holdings daily to move allocations between equity, bond and defensive money‑market positions. Portfolios may be rebalanced frequently and the adviser exercises discretion to implement short‑term shifts intended to capture gains or preserve capital when market indicators change.

Noteworthy for an independent adviser of its size, Invictus emphasizes market timing as a core service and maintains a relatively high client count per adviser, which is uncommon in its peer group. The firm has formal affiliations with Gould, Ambroson & Associates (an accounting, tax preparation and insurance services partnership) and its management personnel are licensed insurance agents — relationships the brochure discloses as creating potential conflicts of interest that the firm says it manages through disclosure and internal policies.

Client services

Portfolio management Market timing

Expertise

Active portfolio management

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Fee options

Percentage

1.00% annually

Main office

400 Post Avenue, Suite 403

Westbury NY 11590

Advisors at this office

1

Most active in

Florida · New Jersey · New York · 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

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