IVC WEALTH ADVISORS LLC

Overview

IVC Wealth Advisors LLC is a boutique advisory firm that combines portfolio management for individuals and small businesses with insurance brokerage and pension consulting services. The firm leans heavily into public fund and mutual fund strategies as the primary vehicle for client assets, while maintaining a meaningful allocation to ETFs and direct equity positions. Their largest public position is a large-cap growth index vehicle, which points to a growth-oriented equity tilt within their core holdings. IVC operates primarily on a discretionary basis, using both percentage-of-AUM and fixed-fee arrangements, and serves both high-net-worth individuals/families and a segment of institutional clients. The firm does not profile itself as an ESG-focused allocator and concentrates its custody and trading activity through a major retail custodian. Given the mix of services — investment management plus insurance brokerage — IVC blends asset management with retirement and insurance solutions, which supports coordinated wealth planning for clients who need both portfolio oversight and insurance-based products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices