Invested Interests, LLC

The firm provides investment advisory, financial planning and portfolio management as a combined service under a single engagement and fee arrangement. It works with individual clients and also accepts corporate and nonprofit clients, including charitable organizations, and documents client goals and constraints in an Investment Policy Statement.

The firm typically manages accounts on a discretionary basis and uses fundamental and technical analysis drawn from third‑party research, corporate filings and market sources. Its recommendations generally emphasize balanced, long‑term portfolios but may include short‑term trades or covered option positions when appropriate, and it offers screening and recommendations for socially responsible investments to match clients’ ESG preferences.

The firm’s managing member maintains active affiliations with other investment‑management entities — including participation in a fund‑management vehicle — and also provides accounting consulting in a separate capacity as a licensed CPA, arrangements the brochure discloses and characterizes as not materially conflicting with client work. The firm also discloses operational policies that differ from some peers, such as a refusal to accept soft‑dollar arrangements and a practice of leaving proxy voting responsibility with clients.