WHAT'S YOUR BIGGEST FINANCIAL QUESTION?

DAVE RAMSEY'S SMARTVESTOR PROGRAM

dave ramsey is one of the most trusted names in personal finance. through his radio show, podcast, conferences, books, and his financial peace university, dave has been a leader in helping people get on their financial feet, pay off debt, and build wealth. as a result, dave often has people asking whom to trust with financial matters like insurance, real estate, and investments. from these questions, the dave ramsey smartvestor programs were born.

invictus asset management is proud to partner with dave ramsey’s smartvestor program. our office carries a high standard of integrity and client care, fitting with the smartvestor program. we have been thoroughly vetted by ramsey solutions and enthusiastically share a commitment to educating our clients, ensuring that their financial planning and investment selection match their unique objectives and goals. like dave, we believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement.

YOU MUST GAIN CONTROL OVER YOUR MONEY OR

THE LACK OF IT WILL FOREVER CONTROL YOU. 

dave ramsey

WHAT IS A SMARTVESTOR PRO?

smartvestor pros are investment professionals in your area that have been chosen by dave ramsey based on their integrity, professionalism and experience. smartvestor pros understand and believe in the investment principles that dave teaches on the dave ramsey show each day.


as smartvestor pros you can expect the following from us:

  • we believe in the dave ramsey method - we believe in the importance of living debt free.and living like no one else - so that later you can live (and give) like no one else.

  • our goal is to always do what is right for you.  we know that by doing right for you we can and will grow our business from successful relationships that spread the word.

  • we work with the heart of a teacher.  one of our core beliefs is that our clients should always understand what they are investing in prior to making any decisions. we are committed to taking the time to educate you about your investments and the purpose behind them. 

  • we have no account minimums.  because we believe that everyone deserves access to professional guidance we don't exclude people because of their account size. 

  • we will be transparent - in everything we do you can expect transparency. why?  because its your money and you deserve to know exactly where it is going. 

 

IF YOU WILL LIVE LIKE NO ONE ELSE

LATER YOU CAN LIVE AND GIVE LIKE NO ONE ELSE.

dave ramsey

have a question?

if you have any questions or are ready to get started on the next step of your financial plan, please complete the form below. we will contact you soon to schedule your free initial consultation. we look forward to helping you reach your financial goals. 

arrow&v

working with a smartvestor pro does not guarantee investment success, and no assurance can be made that working with a smartvestor pro will produce better results than working with a financial professional not affiliated with the program. financial professionals pay a fee to be a smartvestor pro. neither dave ramsey nor smartvestor pro are affiliates of or affiliated with invictus asset management. 

 

Check the background of your financial professional on FINRA's BrokerCheck.

Invictus Asset Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Invictus Asset Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. 

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Invictus Asset Management unless a client service agreement is in place.

Phone: (805) 635-7695

Fax: (805) 635-7696

30200 Agoura Road. Suite 230

Agoura hills, ca 91301

contact@invictusadvisor.com