What We Do

✔ Partner with forward-thinking financial advisors to deliver institutional quality investment management and operations solutions at a reasonable cost

Provide personalized, holistic financial planning and investment management to individuals and institutions

Generate customized investment management research for advisors and investors

Invariant Leadership

 

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.

David M. Borowsky

Chief Investment Officer

& Managing Director

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

Gary A. Smith, CFA® 

COO & Director of Research

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

Joseph DeMuro, CFP® 

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

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

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

Ari Huberman, CRPC® 

Analyst & Account Administration

With a diverse background in customer service, sales, and marketing, Ari runs client account administration and supports the management team.

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.

About Invariant

Invariant Investment Management, LLC was founded in January 2014 as an independent investment advisory serving successful professionals, corporate executives, business owners, entrepreneurs, families and individuals who have substantial and complex assets. Invariant Investment Management is an independent financial advisory firm licensed as an SEC-regulated Registered Investment Advisor (RIA).

 

As a fee-only RIA, our clients – individuals seeking asset management services, other financial advisors, as well as select institutional investors – receive financial guidance and direction that is objective and free from the influence of a commission-based relationship. In addition, our RIA business structure means that stringent fiduciary responsibilities guide our relationship with individual clients, advisors, and institutional investors ensuring they receive objective financial recommendations that are solely in their best interests. 

 

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

(717) 317-9006

200 Grandview Avenue | Suite 103 | Camp Hill, PA 17011

info@invariantinvestments.com

© 2020 by Invariant Investment Management. All Rights Reserved.

PRIVACY POLICY        DISCLOSURE        FORM CRS