VIE Invest, LLC

Overview

VIE Invest, LLC is an independent RIA structured as a limited liability company that serves individuals and families. The firm functions as a capital allocator, combining direct portfolio management for individuals and small businesses with selection-of-other-advisers work. VIE Invest also operates as an insurance broker, which dovetails with its use of annuity products. Its advisory scope includes financial planning, discretionary portfolio management and sourcing external managers when specialist exposure is required. Investment activity shows a clear tilt toward private funds and third‑party alternative managers alongside traditional mutual funds and exchange‑traded products. The firm is not an active ESG investor and does not present as a multi‑state adviser. Its fee model is hybrid: percentage of AUM, fixed fees and performance‑based fees are all used depending on the client engagement.

Assets & Accounts

Investments & Alternatives

Location & Offices