Home Office

2790 Mosside Boulevard

Suite 530
Monroeville, PA 15146

Invicta Services

High Net Worth Individuals

High Net Worth and Ultra High Net Worth clients face many of the same challenges as the rest of us, yet may have unique planning needs.  Are you working with a firm that understands their uniqueness?

What are the areas that HNW and UHNW individuals what to discuss?  Do you have the support, the technology, the collaboration to address each of these areas?

The 2018 U.S. Trust Insights on Wealth and Worth Survey lists the top 5 areas HNW individuals want to discuss more:

  • Estate Planning
  • Trust Options and Implications
  • Strategic Philanthropy
  • Facilitating discussion about the use of family wealth
  • Teaching children/heirs financial skills

Interested in how a partnership with Invicta can support your HNW client needs?  Contact Invicta. 

Managing Broker Dealer 

As a managing Broker Dealer Invicta works closely with issuers performing due diligence, document production, processing and compliance of offerings.

Capabilities

  • Due Diligence--we perform all required due diligence and analysis on the offering
  • Offering Material--we review financials, PPM, Subscription documents, questionnaires and organizational documents 
  • Documentation--we process all of the subscription documents and offering documents for finalization of the sale
  • Compliance--we review all offerings for compliance with state securities laws, if applicable.


Institutional 

The investing world is vast and complex.  Helping your clients navigate multiple investment options requires research, due diligence and discipline to adhere to the ever changing regulations.  

From Small Business Owners to Large State Pension Plans and Nonprofit Organizations, the team at Invicta has the expertise and "outside" thinking paired with a collaborative environment to assist with your institutional clients needs.

Contact us today to learn how partnering with Invicta can benefit you and your clients. 





Contact us 

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