We provide comprehensive financial advice to families, institutions, and foundations across the United States.
Invictus Asset Management is an independent, fee-based, full-service wealth management firm whose mission is to preserve and grow the wealth of our individual and institutional clients. Our process begins with a deep understanding of our client’s unique goals and objectives. Using that understanding we construct customized plans to enrich and simplify the lives of our clients.
Independently owned, our allegiance is to our clients. Our independence allows us to remain focused on building a premier wealth management organization that meets the complex and sophisticated needs of our clients. We are our client’s wealth steward in every financial facet.
TADD EKSTRAND, MBA, CFP®, AIF®
PRESIDENT AND FOUNDER
Tadd is the president and founder of Invictus Asset Management. He holds a B.S. in finance and an MBA in Financial Planning from California Lutheran University. Tadd earned the Accredited Investment Fiduciary (AIF®) designation from the Center For Fiduciary Excellence.
Tadd is a Certified Financial Planner™ professional. The CFP® certification is awarded to a very select group of advisers who have demonstrated their advanced educational, experiential and ethical knowledge.
INVICTUS IN THE COMMUNITY
Our firm has always been an active member in our communities. In 2017 we decided to support our local community by forming 100 Men Who Give a Damn - Conejo Valley.
100 Men Who Give A Damn is a group of 100+ guys who meet four times a year to raise money for local non-profits. Please click below to learn more about 100 Men Who Give A Damn - Conejo Valley.