Invictus Advisory Services

Invictus Advisory Services provides discretionary portfolio management and financial planning for individuals, trusts, charities and estates, with a notable concentration of clients who are recipients of personal injury, wrongful death, or workers’ compensation settlements. The firm typically manages the cash components of structured settlements and annuities, prepares limited financial plans, and can recommend unaffiliated independent managers or managed-account programs for implementation.

The firm tailors asset allocations to each client’s objectives and risk tolerance, emphasizing long-term market exposure, broad diversification, cost mitigation, and tax efficiency while combining fundamental and technical analysis in security selection. Accounts are generally managed on a discretionary basis with ongoing monitoring and the use of third-party sub-advisors or specific strategies as appropriate to a client’s circumstances.

What distinguishes Invictus from many peers is its link to settlement-focused services and legal practice: the firm operates affiliated settlement-planning and lien-resolution businesses and its principals maintain a legal practice, facilitating direct coordination with clients’ attorneys and other advisors. Advisors are also licensed to sell insurance and may receive commissions for insurance products, a feature the firm discloses and that may be particularly relevant for clients whose needs center on structured settlements and insurance solutions.