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.
WHAT IS A SMARTVESTOR PRO?
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.
There are thousands of financial advisors in our country, but who can you actually trust?
SmartVestors 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.
WHAT DO SMARTVESTOR PROS BELIEVE?
MY ROLE AS A SMARTVESTOR PRO
I agree to the SmartVestor Code of Conduct. I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
I provide a refreshing twist on financial planning. I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
I care about your future. I’m more than a “financial planner”—I’m someone with whom you can relate share your dreams. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
WHAT CAN YOU EXPECT FROM ME?
As a SmartVestor Pro you can expect the following from Me:
I believe in the Dave Ramsey method - I 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.
My goal is to always do what is right for you. I believe that by doing right for you I can and will grow my business from successful relationships that spread the word.
I work with the heart of a teacher. One of my core beliefs is that my clients should always understand what they are investing in prior to making any decisions. I am committed to taking the time to educate you about your investments and the purpose behind them.
I have no account minimums. Because I believe that everyone deserves access to professional guidance, I don't exclude people because of their account size.
I will always be transparent - in everything I do you can expect transparency. Why? Because it’s 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
My name is Tadd Ekstrand and I am honored to be chosen as one of Dave’s SmartVestor Pros here in the Conejo Valley. I love working with Dave’s team and clients just like you. We are experts at taking what Dave teaches and applying it with our clients to create a fully customized financial plan that will provide you with the confidence and knowledge to meet your financial goals.
Here are a few things about me:
I am the owner and founder of Invictus Asset Management located in Agoura Hills since 2015. I have been in the financial planning industry since 2008 and am extremely passionate about helping my clients achieve the best life possible with the resources they have access to.
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) - this is considered the most comprehensive designation in our industry reflecting both experience & education around the areas of financial planning, investments, insurance, tax, retirement, college savings, & estate planning & carries a focus on fiduciary responsibility in guiding our clients.
I am an Accredited Investment Fiduciary® (AIF®) - the AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
I am independent - this provides me with the freedom and flexibility to make decisions based on your specific goals. I am objective in my advice, and transparent in my operations and fees. Not product driven, I have the autonomy to choose from a wide breadth of investment options to create opportunities that meet your personal objectives and expectations.
Outside of the office I love to spend time with my fiancé, Morgan, and our herd of animals. We are both very passionate about helping abused and neglected animals which is why we started our own animal rescue in 2017 named Ventura Farms Animal Rescue. I spend my free time taking care of our rescue animals and helping other Conejo Valley charities with fundraising.
ABOUT INVICTUS ASSET MANAGEMENT
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 of our clients.
We use industry-best practices to meet the sophisticated needs of our clients and the businesses they manage. We are our client’s wealth steward in every financial facet.