INVESTLINC WEALTH SERVICES

Overview

Investlinc Wealth Services is an independent registered investment adviser organized as a limited liability company that provides financial planning and portfolio management to individuals, families and select institutional clients. The firm operates a fee schedule that includes a percentage of AUM alongside hourly and fixed-fee engagements, which supports a mix of ongoing discretionary relationships and advisory or project-based work. Investment activity centers on public funds and mutual-fund-based strategies as the foundation of client portfolios, with a clear willingness to allocate to alternative strategies through third‑party managers. Investlinc does not act as a capital allocator or run proprietary funds; instead it sources outside managers for private equity, venture capital, hedge funds and real estate when client suitability and objectives call for illiquid or specialist exposure. The firm is not identified as an active ESG investor and does not characterize itself as a multi-state adviser. The firm’s business model and custody footprint indicate a manager-of-managers and fund‑centric approach: a large share of assets sits in pooled vehicles and is custodied at mainstream custodians, while the adviser retains discretion over most client portfolios and uses non-discretionary relationships where clients prefer. There is an insurance‑company affiliation listed among industry ties, which can influence product availability for certain insurance‑wrapped solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices