Investamily, LLC

The firm provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, and also works with some corporate entities. It prepares an Investment Policy Statement for each client and advises across a range of vehicles—mutual funds, equities, fixed income, real estate funds/REITs, ETFs, annuities, private equity and other alternatives—while also arranging access to third‑party advisers when appropriate.

Investment decisions are made under written risk‑tolerance guidelines and may be managed on a discretionary or non‑discretionary basis, with the firm using a blend of fundamental, quantitative, technical and modern portfolio theory methods. Strategies can include long‑ and short‑term trading, options, margin and short sales, and the firm conducts due diligence on outside managers and provides ongoing monitoring and periodic reporting to clients.

Compared with many peers, the firm has affiliated insurance and real estate brokerage activities and periodically offers educational seminars and workshops, which can affect the scope of services and product recommendations. The firm also provides specialized services related to cross‑border relocation for high‑net‑worth individuals and may refer clients to third‑party advisers or institutional custody platforms, arrangements that are disclosed and can involve fee‑sharing or access to institutional resources.