INVISOR

Overview

Invisor is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm serves both individual and family clients alongside institutional relationships and blends financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars into its offering. Its fee model is flexible, combining percentage-of-AUM fees with hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based work. From an investment standpoint, Invisor runs a core strategy built around public investment vehicles—primarily mutual funds and other public funds—while allocating a portion of client capital to third‑party alternative managers. The firm is not an active ESG investor. Its advisory posture favors discretionary management (the bulk of client assets are managed on a discretionary basis), with the platform able to support pension consulting and retirement-plan related mandates.

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Investments & Alternatives

Location & Offices