InverseWealth LLC

InverseWealth LLC provides comprehensive and project-based financial planning along with discretionary investment management and assets-under-advisement services to individual clients, with an emphasis on high‑net‑worth households. The firm delivers written or electronic financial plans, periodic review meetings, and ongoing monitoring and updates tied to clients’ stated goals.

Inverse constructs and manages portfolios using proprietary quantitative investing models (QIMs) that the brochure says were developed from academic research and extensive back‑testing and simulation; these models drive active, trend‑following allocations implemented predominantly with ETFs, including leveraged ETFs. Portfolios are relatively concentrated, monitored monthly, and the firm notes that its active trading can generate taxable events and that performance is reported to clients at least quarterly.

What distinguishes the firm from many peers is its small, narrowly focused client base combined with a model‑driven strategy that uses leveraged ETFs and concentrated holdings, rather than a broad passive approach. The brochure further discloses back‑tested hypothetical results, firm‑published performance figures, and reference to third‑party ratings in its materials—an uncommon degree of published performance and external evaluation among similar independent advisers.