Invex Financial

“we strive to exceed the expectations of our clients”- every successful company president hires a chief financial officer to attend to the financial needs of the company so he or she can manage the well-being of the company. we believe that every individual needs to hire a personal cfo so they can attend to their own personal interest and well-being. our team is the cfo of our clients’ financial affairs. we work with our clients through these methods: -develop a plan (investment planning) -proper management of assets (investment management and asset allocation) -setting realistic and measurable goals (investment performance reporting and evaluation) -tax and legal planning (coordination with your cpa and attorney) -advisory & portfolio management (using a tactical method of asset allocation) -alternative investments (investment strategies not generally available to individuals – specifically managed futures, hedge funds, private equity, direct investments and exchange funds) *lpl fina