Financial Advisor Client of Invariant Investment Management checking her investments on her phone

Your Financial Success is Our Success

Retired clients of Invariant Investment Management climbing the Appalachian Mountains with their grandkids in the early spring

Your Trusted Partner 

 

At the heart of Invariant Investments’ mission, we believe in "Empowering each client to live a healthier and more fulfilling life by helping to navigate their financial journey and reach their goals."   


When you partner with Invariant, we handle the details of your financial planning and investment portfolio, so you have the time and energy to focus on the more important aspects of life.


At Invariant, we have found that the clients who achieve their financial goals are those who begin with the end in mind and who work closely with us to develop a financial plan to reach their goals. Too often, investors abandon their well-crafted plan by reacting to news headlines and market volatility.  

 

We help to keep you on track and base our business on the practice of “portfolio management and financial planning working in tandem is critical for achieving successful outcomes.”  

YOUR FINANCIAL SUCCESS IS OUR SUCCESS

Invariant Investments is Your Fiduciary Partner

When selecting a financial advisor, it’s important to understand the difference working with a fee-only, fiduciary partner vs. a commission-based advisor.

 

A fiduciary partner works for you, is required to make investment decisions based on your best interests and grows when you grow. A commission-based advisor makes a commission every time they sell the client a product or fund.  It may seem like a small detail, but it can mean a huge difference in your bottom line. 

Meet the Team

 Seth W. Arbogast, CFP®   Founder & Chief Executive Officer of Invariant Investment Management

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 of Invariant Investments

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 Investment Management

Gary A. Smith, CFA® 

COO & Director of Research

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

Joseph DeMuro Vice President of Financial Planning & Investments at Invariant

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.

Erin Fisher Headshot, Director of Marketing and Communications at Invariant Investment Management.png

Erin Fischer

Director of Marketing & Communications

Passionate about exceptional, personalized experiences, Erin specializes in communication and leads Invariant’s overall marketing strategy. 

Amber Jones Client Relations Specialist for Invariant Investment Management

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.