INVST, LLC is a highly regarded regional investment advisory firm headquartered in Indianapolis, IN, with a strong presence across the region through its 13 offices. With a team of 59 dedicated professionals, including 28 experienced investment advisors, they offer comprehensive investment advisory services to a diverse client base.
As an industry leader, INVST, LLC demonstrates an impressive track record, managing an average of $34,320,000 in assets under management per investment advisor. Their compensation structure encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible and transparent approach for their clients.
Notably, INVST, LLC has established itself as a trusted partner in the management of employer 401Ks and individual investments, comprising approximately half of their total assets under management. Their extensive expertise in this area has earned them a stellar reputation.
With 82% of the assets they manage being discretionary, INVST, LLC has proven adept at developing tailored investment strategies aligned with their clients' goals and risk tolerance. Their client base boasts over 2,250 individuals, whose collective assets under management exceed an impressive $961,070,000.
The firm takes pride in its team of seasoned advisors, some of whom have been with the company for many years. Notable among them are Phillip Clark, Scott Jarred, and Jonathan Mccarty, whose extensive experience and dedication have contributed to INVST, LLC's continued success.
Overall, INVST, LLC stands as a respected investment advisory firm, committed to delivering exceptional service, personalized solutions, and prudent financial management to their valued clients throughout the region.