Invariant Investment Management

David Borowsky is a financial advisor with Invariant Investment Management and holds a Series 65 designation. He has 14 years of industry experience, including roles at Anthem Capital Management and various Invariant-related entities. Outside of advisory work, he provides business consulting through Zurich Partners LLC. Invariant Investment Management offers discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a combination of modern portfolio theory, fundamental, technical, and cyclical analysis to guide asset allocation and rebalancing, and maintains a tax-preparation subsidiary serving its clients.

Gary Smith is a CFA® charterholder with six years of experience in the financial industry. He has worked at Invariant Investment Management since 2019 and previously at CME Group from 2015 to 2019. Outside of his advisory role, he serves as CEO of GR72 Financial Consulting, a business consulting firm focused on operational efficiency and compensation design. Invariant Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm uses a combination of modern portfolio theory, fundamental, technical, and cyclical analysis to guide investment decisions, and offers services including subadvisory model portfolios and platform consulting.

Charles Wise is a financial advisor at Invariant Investment Management with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Invariant in 2017, he worked at Pure Capital Management Limited from 2010 to 2017. Invariant Investment Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a combination of modern portfolio theory, fundamental, technical, and cyclical analysis to guide asset allocation and offers tailored financial planning based on documented client goals and risk tolerance.

Seth Arbogast is a Certified Financial Planner® with 15 years of industry experience, currently serving at Invariant Investment Management. He has been with the firm since 2014 and is also the Principal of Invariant Tax Services, a subsidiary providing tax preparation and e-filing services. Invariant Investment Management offers discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, business entities, and charitable organizations. The firm uses a combination of modern portfolio theory, fundamental, technical, and cyclical analysis to guide asset allocation and rebalancing, and it operates through six offices while maintaining a tax-preparation subsidiary.

Erin Fischer is a financial advisor with Invariant Investment Management, holding a Series 65 designation and five years at the firm. Her prior work experience includes roles outside the financial industry, including at LingaTech. Invariant Investment Management provides portfolio management and financial planning services to individuals, trusts, business entities, and charitable organizations. The firm uses a combination of investment approaches, including modern portfolio theory and fundamental and technical analysis, to tailor advice based on individualized investment policy statements and client goals.

Jonathan Turner is a financial advisor at Invariant Investment Management with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Ameriprise Financial Services and Sequentis Capital Advisors. Outside of his advisory role, Turner is an author who wrote and published the book "Stop Faking It, Start Making It" and contributed to "The Art of the Comeback." Invariant Investment Management provides portfolio management and financial planning services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm uses a combination of modern portfolio theory, fundamental, technical, and cyclical analysis to guide investment decisions and offers both discretionary and non-discretionary advisory services.