INVISTA ADVISORS, headquartered in Montgomery, AL, is a prominent investment advisory firm catering to over 450 individual clients. With a staggering $396,106,000 in assets under management, Invista Advisors has established itself as a trusted partner in wealth management. Boasting three offices in strategic locations, the firm offers comprehensive financial solutions tailored to meet the unique needs and goals of their diverse clientele.
While Invista Advisors handles a wide range of investment vehicles, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, their expertise extends to managing employer funds, showcasing their versatility and ability to navigate various financial landscapes. A significant 53% of the assets they oversee are under their discretionary control, demonstrating their adeptness at providing personalized and proactive investment strategies.
Invista Advisors employs a well-rounded compensation structure, offering flexibility to clients. Options include a percentage of assets under management, hourly charges, and fixed fees, ensuring a fair and transparent approach to financial advisory services.
With a team of eight dedicated professionals, including six experienced investment advisors, Invista Advisors maintains a favorable client-to-advisor ratio. On average, each investment advisor oversees approximately $66,020,000 in assets under management, aligning with industry standards. The firm takes pride in their experienced and tenured advisors, such as Daniel Sloan, Jason Bryant, and James Perry, who have been instrumental in providing exceptional service to clients over the years.
Invista Advisors is committed to delivering comprehensive wealth management solutions, backed by their industry expertise, personalized approach, and a steadfast focus on their clients' financial success.