Our AdVisors understand that today’s markets are both increasingly complex and incredibly dynamic, which may make active, fee-based management of your assets a more critical advantage than ever.
The Financial Advisors at InVestra Wealth Management are part of the LPL Financial network of independent investment representatives, and as such we regularly have access to market intelligence, research and comprehensive investment tools to help you envision and plan for your long-term investment objectives. Combining our insight and expertise in the financial markets with an understanding of your personal financial goals allows us to maximize your portfolio choices while considering your individual tolerance for risk weighted against your growth and liquidity needs. Because many of our services are fee-based as a percentage of assets under management, we are not committed to any particular instrument, fund or asset class, nor are we rewarded based on the activity that we generate in our client’s accounts.
Our compensation only grows as your assets under management grow, so our reward is anchored in your success.
The Veteran Financial Representatives of InVestra Wealth Management have deep expertise in these critical financial areas:
- Mutual funds
- Tax-advantaged instruments
- Exchange Traded Funds (ETF’s)
- Money Market Funds
- Oil and Gas Limited Partnerships
- Real Estate InVestment Trusts (REITS)
- Unit InVestment Trusts
- Managed Futures
- Structured Notes
Contact Us to find out more about our Financial Management services.
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More to Asset Management Than Simply Watching Your Money
Our AdVisors take an active role in Asset Management for their clients. Our customers meet face to face with our team to get updates and plan strategies to suit their individual needs.