Invictus Timing Service Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$103,001,050
Clients
286
12% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
286
Very HighAverage account size
$360,144
About
Invictus Timing Service, Ltd. provides discretionary investment advisory and portfolio management primarily to individual and high‑net‑worth clients, overseeing roughly $103 million in client assets for about 286 accounts. Services include individualized investment policy development, ongoing supervision, and a continuous market‑timing offering that is integrated into client portfolios.
The firm combines client‑specific objectives (time horizon, risk tolerance and tax considerations) with both technical and fundamental analysis — including charting, cyclical and qualitative methods — and evaluates holdings daily to move allocations between equity, bond and defensive money‑market positions. Portfolios may be rebalanced frequently and the adviser exercises discretion to implement short‑term shifts intended to capture gains or preserve capital when market indicators change.
Noteworthy for an independent adviser of its size, Invictus emphasizes market timing as a core service and maintains a relatively high client count per adviser, which is uncommon in its peer group. The firm has formal affiliations with Gould, Ambroson & Associates (an accounting, tax preparation and insurance services partnership) and its management personnel are licensed insurance agents — relationships the brochure discloses as creating potential conflicts of interest that the firm says it manages through disclosure and internal policies.
Client services
Fee options
1.00% annually
Main office location
Invictus Timing Service Ltd
400 Post Avenue, Suite 403
Westbury NY 11590, United States
Number of offices
1
Most active in
Florida · New Jersey · New York · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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