Invariant Investment Management
Firm details
- Headquarters
- Camp Hill, Pennsylvania
- CRD number
- 168772
- Registered since
- September 22, 2017
- Website
- www.invariantinvestments.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.17%
- Individuals40.32%
- Corporations / Businesses6.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Invariant Investment Management is an independent, SEC-registered registered investment adviser (SEC registration in 2017) organized as an LLC and owned by a mix of a domestic entity and an individual. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its client fee model combines a percentage-of-assets-under-management approach with fixed fees. The firm is not positioned as an institutional capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
2 of 2
Gary Smith
COOCRD 7111370
Seth Arbogast
CEO, Founder, Financial AdvisorCRD 5070257
Contacts
3 of 4
David Borowsky
Founder & Director of InvestmentsCRD 5680824
Charles Wise
Vice PresidentCRD 4799506
Jonathan Turner
Managing PartnerCRD 4853469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$174M in ETFs
70%
$122M
30%
$52.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $26.3M | 295,577 | 15.11% |
Location
Camp Hill, PA
Cumberland
Location
Camp Hill, PA
Headquartered in Camp Hill, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Cumberland
- Address
- 200 Grandview Ave
- Time zone
- ET (UTC-5)
- Office locations
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