Investire LLC

Overview

Investire LLC is a small advisory firm focused on discretionary portfolio management for individuals, families and smaller institutional clients. The firm’s stated preference is equity-oriented investing, with a clear tilt toward exchange-traded securities as the primary building blocks of client portfolios. Fee arrangements include percentage-of-AUM charges alongside fixed fees and performance-based fees, which suggests the firm structures engagements to include both traditional advisory mandates and incentive-linked strategies for certain clients. The firm does not identify as an active ESG investor and operates entirely within a single-state registration footprint. Its client mix spans individual and family clients plus some institutional relationships, and its advisory activity centers on direct portfolio management rather than pension consulting or broader capital-allocation services.

Assets & Accounts

Public Holdings

Location & Offices