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
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.
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.
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.
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.
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.
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
