GUIDING YOU ON YOUR FINANCIAL JOURNEY

A New Perspective on Investing for Individuals and Advisors

What Makes Invariant Different?

The investing landscape is changing. Today's investors demand more. They want fiduciaries that are focused on their needs who bring sophisticated portfolio management to the table. Advisors are meeting this demand by embracing an independent model supported by best-in-class, turnkey solutions.

 

Our mission is to help both individuals and advisors realize this new future right now, by helping them manage all aspects of financial planning with precision and intention.

Invariant Investment Management Team Portrait at their Camp Hill PA office
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Disruptive ideas drive our approach.

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Each move we make is driven by research.

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We operate as a single unit in all areas.

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We maintain discipline in everything we do.

Seth W. Arbogast, CFP® Founder & Chief Executive Officer in his office at Invariant Investment Management in his Camp Hill PA Office

Welcome to Invariant. 

 

On behalf of the entire Invariant family, we would like to thank you for taking the time to visit our website. We hope that as you explore, you will get a better idea of our values, philosophy, and culture.

 

I started in Invariant in January of 2014 after eight years in the financial services industry. Equipped with the CFP® designation and experience working in both the broker/dealer and RIA space, I wanted to start a fee-only firm that focused on managing client’s life savings in a fiduciary capacity.

Invariant prides itself on putting our client’s needs first. While other firms may make the same claim, we adhere to it by treating every client like family.

FINANCIAL INSIGHTS

Our Latest Research

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A Primer on Asset Allocation

The first tenet of Invariant’s investment philosophy is “The primary determinants of investment success are appropriate asset allocation and client behavior.” We have written blog posts about client behavior – but what about asset allocation?

Financial advisors in Camp Hill, PA looking at financial charts in the office

Beyond Investment Management: Benefits of Hiring an Insourced CIO

Advisors often outsource the investment management portion of their business to focus on their areas of expertise. Advisors should consider the ways an ICIO (Insourced Chief Investment Officer) can add value to their business.

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Profitability Alpha: A Factor Investing Strategy

This post will introduce Invariant’s large cap U.S. single stock strategy – Profitability Alpha. Profitability Alpha is a rules-based, systematic strategy – commonly known as factor investing. 

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