Invictus Fiduciary Services, LLC

Overview

Invictus Fiduciary Services, LLC is an SEC-registered institutional registered investment adviser formed in 2017 and organized as a limited liability company. The firm is owned by an individual and bills clients on a percentage-of-assets-under-management basis. Its ADV indicates it does not self-identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser. The business appears focused on fee-based advisory relationships rather than operating as a capital allocator or manager-of-managers.

Assets & Accounts

Investments & Alternatives