In today’s ever-evolving financial landscape, characterized by increasing complexity, the advantages of active, fee-based asset management have never been more crucial.
At InVestra, our team of Wealth Managers operates within the LPL Financial network of independent investment representatives. This affiliation provides us with regular access to invaluable market intelligence, research, and comprehensive investment tools, all designed to help you visualize and strategize for your long-term investment goals.
By merging our market insights with a keen understanding of your unique financial objectives, we optimize clients’ portfolio selections while taking into account your risk tolerance and balancing your growth and liquidity requirements. Our commitment to fee-based services, where our compensation is tied to a percentage of assets under management, sets us apart from most Wealth Management firms. This approach ensures that we have no allegiance to specific investment instruments, funds, or asset classes.
Our success is intricately linked to the growth of your assets under management, making your financial achievements our ultimate reward.
The Wealth Managers at InVestra have experience with the following items:
- Mutual funds
- Tax-advantaged instruments
- Exchange Traded Funds (ETFs)
- Money Market Funds
- Oil and Gas Limited Partnerships
- Real Estate Investment Trusts (REITs)
- Unit Investment Trusts (UITs)
- Managed Futures
- Structured Notes
More to Asset Management Than Simply Watching Your Money
Our Wealth Managers take an active role in Asset Management for their clients. Our clients meet face-to-face with our team to get updates and plan strategies to suit their individual needs.