Managed Accounts
We believe in providing the structure and tools needed by our clients to manage their assets comfortably.
Depending on our client’s desired level of involvement and individual needs; our clients may choose from model-based management or custom-built advisory. Additionally, INVEX Advisors has the ability to work with the custodial institution of choice, without limiting our comprehensive investment counsel capabilities.
We give our advisory clients access to fully consolidated reports, resulting in increased transparency and deeper insight. In other words, the communication between advisor and client is transparent and constant.