Dakota
Dakota
Book a Demo
Talk to an Expert

Invariant Investment Management LLC

EST. AUM
$182,679,710

CONTACTS

CLIENT ACCOUNTS
762

Firm Details

Metro area Harrisburg
CRD Number 168772
Website invariantinvestments.com
Client types

Overview

Invariant Investment Management LLC is an independent, registered investment adviser (RIA) headquartered in Camp Hill, Pennsylvania. Founded in 2013, the firm operates under a strict fiduciary mandate to provide comprehensive financial life planning and discretionary portfolio stewardship to working professionals, founders, entrepreneurs, and multi-generational families. The firm employs a highly collaborative model where clients receive the collective oversight of all firm partners, covering areas such as debt reduction, tax strategy, liquidity events, and legacy planning. Their core investment philosophy relies on modern asset allocation techniques, blending fundamental, technical, and cyclical market analysis with Modern Portfolio Theory to build globally diversified, low-cost portfolios customized around explicit lifestyle milestones.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy