Outsourced CFO and Management Company Implementations

Invictus works with early and emerging private asset class management companies to build out and grow their organizations.  In addition to providing traditional Outsourced CFO services, Invictus actively coordinates and implements all non-investment functions of an organization, and deploys right-sized technology solutions to keep firms efficient and secure.

Our Consulting Services

Outsourced CFO

We serve as an Outsourced CFO for your startup or emerging private investment management company.

Implementer / Quarterback

In addition to OCFO services, we will "quarterback" the set up of all non-investment functions of your management company

Investment Technology

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

Business Development

We work with new and emerging management companies in forging "right sized" business development efforts1.

Security Services

We work with management companies and investment managers to shore up information and cyber security frameworks to best industry practices.

Outsourced CIO Fortmation

We have played a key role in the development of several OCIO platforms which have grown to more than $10 billion

1  Placement activities, if desired, are coordinated with the Palmetto Advisory Group.  Invictus Financial Development is not a registered financial adviser (state or SEC) or registered with FINRA.

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.