THE INVARIANT ADVANTAGE

What We Do

We provide personalized, holistic financial planning and investment management to individuals and institutions.

 

We generate customized investment management research for advisors and investors.

We partner with forward-thinking financial advisors to deliver institutional quality investment management and operations solutions at a reasonable cost.

 

Meet the Team

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Seth W. Arbogast, CFP® 

Founder & Chief Executive Officer

With over 13 years of industry experience, Seth is an expert at assisting clients in achieving their financial goals in the most optimal way.

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David M. Borowsky

Chief Investment Officer

& Managing Director

Strategic and thorough, David is responsible for leading the investment and portfolio management process.

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Gary A. Smith, CFA® 

COO & Director of Research

At Invariant, Gary manages the model portfolios and conducts internal investment research.

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Joseph DeMuro

Vice President of Financial

Planning & Investments

Joe has been in the financial industry for almost thirty years and has a wide range of fiduciary and tax preparation experience.

Alexander V. Shorb Senior Advisor of Invariant Investments

Alexander V. Shorb

Senior Advisor

Alex began his career in 1999 on the floor of the Philadelphia Stock Exchange, and has been advising individuals since.

Charles W. Wise III, CPA Vice President of Wealth Management Services of Invariant Investments

Charles W. Wise III, CPA 

Vice President of Wealth

Management Services

Charles has been providing independent, objective, and well-informed advice to clients since 2004 as a financial planner.

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Amber Jones

Client Relations Specialist

Patient and helpful, Amber is the friendly voice you hear and face you see anytime you call in or stop by to visit the office.

Covenent Christian Acadmey Sponsored by Invariant Investment Management

We Give Back

We believe in supporting our community. We contribute to the following organizations:

Crime Stoppers

Covenant Christian Academy

Central Dauphin Booster

Holocaust Memorial

The Civic Club of Harrisburg

THON

St. Thomas United Church of Christ

March of Dimes

Invariant Invesment Management Sponsor of the March of Dimes