Boston, MA Office

The Invictus Collective provides financial planning, consulting and investment management to a concentrated client base that includes high‑net‑worth individuals, trusts, corporations, institutional investors, other advisers and pooled investment vehicles, and the firm also serves clients outside the U.S. in addition to domestic accounts. It offers wealth management, sub‑advisory services and the design of structured‑note sleeves for institutional clients alongside its retail and advisory engagements.

The firm constructs diversified portfolios using independent managers, ETFs, mutual funds, individual securities, structured products and private placements, with an investment process informed by Modern Portfolio Theory and ongoing monitoring by an internal Investment Committee. Services are delivered in both discretionary and non‑discretionary arrangements and the firm utilizes a third‑party TAMP and separate managers to implement and custody certain strategies.

What distinguishes The Invictus Collective from many peers is that it serves and sponsors private pooled investment vehicles (acting as manager/adviser to a proprietary fund) and markets institutional structured‑product strategies under a First Principle offering while also providing sub‑advisory services to other advisers. The firm also employs performance‑based fee arrangements for qualified clients, uses borrowing and derivatives within separately managed accounts, and manages a large share of assets on a non‑discretionary basis, resulting in relatively concentrated, bespoke client relationships.