INVESTUS FINANCIAL

Overview

Investus Financial is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-AUM fees, hourly fees and fixed fees, positioning itself to work with clients on both ongoing wealth management and project-based planning engagements. Investment activity is concentrated in pooled public funds rather than direct-stock portfolios, and the firm appears to favor low-friction, custodian-friendly solutions that fit a straightforward advisory model. Investment preferences emphasize mutual funds and other public pooled vehicles for core equity and fixed income exposure, with supplemental exposure to third-party real estate strategies as an alternative sleeve. The firm does not present itself as an active ESG investor and operates primarily as a single-state, independent RIA focused on a relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices