Experience the Gold Standard
With an unshakeable credo and corporate philosophy of un-wavering commitment to service, both in The Invictus Experience™ and in The Invictus Way™, we are in the top 1% of advisors worldwide as measured first and foremost, by value delivered to YOU, the Invictus Client.
What is The Invictus P.A.C.T.™?
The Invictus P.A.C.T.™ is the mindset required to deliver an outstanding quality of service that the financial services industry does not currently provide.
The Invictus P.A.C.T.™ stands for Protection, Attention, Coordination, and Transparency:
- PROTECTION – we protect your financial strategy and your money. We take that role very seriously.
- ATTENTION – our Oversight team stays “on top of all your personal issues” all the time and keeps everything moving towards your objectives.
- COORDINATION – we coordinate all aspects of your financial affairs and your financial people.
- TRANSPARENCY – we enforce a culture of disclosure, you always know what you pay for every service / product and how much everyone is being paid. We have no ulterior motives and police any potential conflicts of interest.