Colts Neck, NJ Office
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Invst, LLC
Team
Firm-wide stats for Invst, LLC
About
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.
Based on Invst, LLC
Expertise
Based on Invst, LLC
Location
293 Route 34
Colts Neck NJ 07722
Advisors at this office
3
Advisors at this office
Ben D
Series 66
Colts Neck, NJ
Invst, LLC
Ben Duronio is a financial advisor at Invst, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he serves as an assistant wrestling coach at Ocean Township High School. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis.
Michael K
Series 63, Series 65
Colts Neck, NJ
Invst, LLC
Michael Karlin is a financial advisor with Invst, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,000 clients.
Andrew G
Series 65
Colts Neck, NJ
Invst, LLC
Andrew Guez is a financial advisor at Invst, LLC with a Series 65 credential and two years of industry experience. He has been with Invst, LLC since 2023 and also works with Tomoro LLC. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.
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