A complete list of active advisors currently associated with Invst, LLC

Warmer can help you find a great advisor at Invst, LLC or one who fits your needs even better.

Invst, LLC provides financial planning, consulting, discretionary and non‑discretionary investment management, and retirement plan consulting to individual clients (including high‑net‑worth individuals) as well as pension and profit‑sharing plans. The firm reports about $1.565 billion in assets under management, a team of 33 investment advisor representatives, and serves roughly 2,193 clients through wealth management, sub‑advisory and model‑portfolio arrangements. The firm combines fundamental, technical (including charting) and cyclical analysis to construct portfolios that may include exchange‑listed securities, mutual funds, ETFs, corporate debt, REITs, certificates of deposit and allocations to Independent Managers, and it uses model portfolios and third‑party strategists where appropriate. Invst monitors managed accounts on an ongoing basis, offers a client portal for reporting and projections, and uses a third‑party platform to manage held‑away participant accounts while accepting client‑specific restrictions when feasible. A distinctive feature of Invst is the scale of its insurance brokerage activity: several supervised persons are licensed insurance agents, the firm uses a third‑party platform (Pendella) to facilitate insurance sales and discloses revenue‑sharing arrangements (the brochure states the firm generally expects to receive up to 72.5% of commissions from Pendella and 40% from GJ Insurance Group). The firm’s principal also serves as managing member of private Real Estate & Business LLCs that may be recommended to clients, and Invst describes Investment Committee review, CCO oversight, and plans for PCAOB audits to address the related conflicts and custody/audit requirements.

To learn more about the advisors currently working at Invst, LLC, 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.