Investment Operations and Product Development Specialists

Invictus works with early and mid-stage asset managers to build or enhance their non-investment functions (operations, , compliance, customer service, among others) as they achieve scale in their investment business.  We work with mature managers in the agile restructuring of cost and process environments to bring in line with the new economics of asset management organizations. 

Our Consulting Services

 
Fund Formation

We offer fully outsourced or partnered fund formation services.  Benefit from our decades of experience in forming investment product on 3 continents.

Product Development

Our prior experience as a gatekeeper can help sharpen and optimize your investment product planning and development.

Investment Technology

Let us assist you in choosing and employing  the latest technologies, including artificial intelligence.

Operations Troubleshooting

We work with COOs to supplement existing resources with expert staff to help tackle operational projects and challenges.

General and Outside Counsel Support

We assist general counsel and outside counsel in managing and implementing compliance, AML and fund formation projects.

ESG Consulting

We work with investment managers to implement and integrate ESG principles into their investment process.

Testimonials

“As a seasoned marketer, I have been happy to discover and work with Invictus and their investment operations and structuring capabilities.  I feel much more confident marketing managers who have worked with Invictus.”

Chris Abbot
CEO, Meteor Consulting

 

Ready to find out more?

Send us an email or give us a call so we can discuss the challenges you are facing, and how we can work together to uniquely create a successful outcome.

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.