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How Invictus Can Work with Your Organization

New / Start-Up Private Asset Class Management Companies

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 provide combnined fractional CFO/COO services, help you set up compliance, middle and back office, client service, and can recommend distribution partners for you.

Existing / Mature Investment Managers

Invictus can help mature managers in deploying current technologies to optimize investment management, client service delivery, & compliance functions, and position the organization as a leading practice provider.

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 models.

Asset Owners

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 with middle and back office projects.

Outside Investment Counsel

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

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