As Fiduciary Advisors and Accredited Investment Fiduciaries® (AIF®), we are experienced and formally trained to be able to implement policies and procedures that meet a defined standard of care for your company sponsored retirement plan.
At Invictus Asset Management our goal is to enrich and simplify the lives of our clients by developing independent unbiased strategies to help them meet their unique goals and objectives.
We are a boutique, independent, fee-based wealth management firm whose mission is to preserve and grow the wealth of our individual, foundation, and retirement plan clients.
Through independent, unbiased advice and investment expertise, we strive to be the driving force that empowers our clients to achieve their objectives.
Our process begins with a deep understanding of our client's unique goals and objectives. With this understanding we construct a customized plan focused on helping our clients achieve long-term success.
Our innovative services seek to deliver value in helping clients face their unique challenges and position themselves for financial success.
401(k) and Pension Consulting
We understand the unique complexities and distinctions that come with managing a successful retirement plan. We offer a flexible approach to assist you in developing and managing an effective 401(k) plan tailored to the unique needs of your business and employees.
As AIF® Designees we have a thorough understanding of the Fiduciary Standard of Care and its application and have agreed to conduct ourselves as Fiduciary’s to our clients.
Endowments and Foundations
We develop a thorough understanding of the objectives and strategy of your Organization. Working within the Investment Policy Statement we use that understanding to develop a portfolio that will meet the unique growth and income needs of your Organization.
Individual Wealth Management
Confidence about your investments requires being clear about your goals and comfortable with the advice you get for reaching them. That comfort comes from the trust we work hard to earn, starting with our first meeting.
Your money is too important—and financial products are too complex—to invest without a solid long-term plan.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.