INVEST INC.

Overview

Invest Inc. is an independent registered investment adviser focused on serving individuals and families with fee-based financial planning and portfolio management. The firm uses a mix of percentage-of-AUM, hourly, and fixed-fee billing and offers discretionary portfolio management as its primary service model. Investment activity is concentrated in exchange-traded equities — the firm has a clear equity bias — but it supplements equity sleeves with mutual funds and corporate debt for yield and risk management. Invest Inc. also lists accounting as a core business activity, which suggests tax-aware portfolio construction and integration of financial planning with tax considerations. The firm does not position itself as an ESG investor and is not a capital allocator in the sense of running pooled private funds, though it employs third-party managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices