Solutions for Your Organization

New / Start-Up Investment Managers

Invictus provides start up and emerging managers with all the tools needed to set up shop and begin managing money, all in a scalable manner.  We help you set up compliance, middle and back office, client service, and can recommend distribution partners for you.

Multi-Manager / OCIO Platforms

Leverage the extensive OCIO experience of Invictus personnel in optimizing your OCIO platform in this increasingly competitive marketplace.  Invictus can help with outsourced defined contribution, defined benefit, E&F, and family office model.s

Existing / Mature Investment Managers

Invictus can help mature managers in deploying current technologies to optimize management and client service delivery, optimizing muti asset class and multi manager platforms, and provide the insight and perspective of former gatekeepers.

Asset Owners and Plan Sponsors

Invictus can help you independently price, select and evaluate service providers for your asset pool, including custodians, recordkeepers, auditors, outside counsel and technology providers.  We can also help you middle and back office projects.

Investment Counsel

Invictus is an added resource for outside and internal counsel in implementing investment funds, governance programs, compliance systems, and ESG integration.

23 South Main Street    Norwalk, CT  06854

Tel. 203-803-1081

© 2019 by Invictus Financial Development , LLC

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DISCLOSURE:  Invictus Financial Development is not registered with the SEC or FINRA, and does not provide investment advice.