Invest For What's Next

We specialize in managing investments for business owners

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Smart. Simple. Supportive.

Small business owners know how to run a successful business, but all too often they neglect their own personal and family financial needs. Let us create an investment plan to protect and grow your wealth, while you continue to focus on the success of your business.
We can help.

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Smart Investing Made Simple

Personalized

We choose the investments that fit your personal needs and goals

Diversified

We give you a balanced mix of investments so you can sleep at night

Low Cost

We eliminate most fees and minimize the rest to keep your costs low

Managed

We rebalance your investments to make sure they stay on track

Our mission is to serve individuals and small businesses by simplifying investing and by managing personalized portfolios at low cost.

 


  • Smart 100%
  • Simple 100%
  • Supportive 100%

We learn about your individual needs and goals by using a detailed questionnaire covering Income, Debt, Savings, and Risk Tolerance.

 


Then, we create and manage an investment portfolio designed specifically for you. And we do it all at low cost.

 


Even though we rely on technology to help gather the data and construct your portfolio, we still believe investment management is a personal business. Every individual that opens an account with Invessence, has access to our experienced investment consultants who are responsible for helping you understand your investment portfolio.

Why Us?