The Invictus Advantage

The Perspective of a Gatekeeper

Invictus personnel have several decades of experience serving as a gatekeeper with major institutional investment consulting firms in an advisory and OCIO capacity.  This perspective benefits clients in solutions that meet the expectations of institutional clients.

Multiple Disciplines Under One Roof

Invictus is an effective "one stop shop" for operational, financial, product development, technology and investment & operational due diligence expertise.  Our engagements provide a single relationship that can cover multiple disciplines, and be nimble to adapt to project challenges, should they surface.

Global Operational and Product Experience

Invictus personnel have implemented funds or investment products in the United States, Europe, Australia, and Latin America.  This insight can greatly benefit investment managers planning new product deployments by identifying potential challenges early on that can significantly impact product deployment or timing.

"Work Alongside" Approach

Invictus is built on a culture of working alongside clients and providing as-needed expertise and management as if we are another team member.  Since we are independent, this provides clients with the advantage of an "outside voice" for decision making as well as an anonymous front for information gathering from outside providers on the client's behalf.