Investa Asset Management LLC
Overview
Investa Asset Management LLC is a fee-only investment advisor offering comprehensive investment management and advisory services to both individual and institutional clients. Their clientele includes registered investment companies, private investment funds, financial institutions, private capital funds, hedge funds, annuity funds, charitable institutions, foundations, municipalities, endowment funds, corporations, corporate pension and profit-sharing plans, and Taft-Hartley plans. Investa does not sell investment products, insurance, or annuity products and is not affiliated with any broker-dealer firm or entities that sell financial products or securities. They do not accept commissions or finder’s fees. The firm advises on a wide range of securities, including common and preferred stocks, investment-grade and non-investment grade corporate bonds (including private placements), U.S. government and agency securities, convertible securities, stock and index options, real estate investment trusts, structured instruments, open and closed-end investment companies, hedge funds, master limited partnerships, direct participation programs, crowdfunding, and angel investments. Investa provides financial planning services, typically in conjunction with its investment and wealth management services, offering comprehensive evaluations of clients’ current and future financial needs. Recommendations are not limited to any specific product or service and can be of a generic nature. Investa works with clients’ other professional advisors to develop financial plans that consider personal and family history, tax and cash flow, investments and investment alternatives, insurance, college planning, retirement goals and strategies, death and disability, and estate plans and strategies. Investa tailors its advisory services to the individual needs of each client, typically through personal discussions to establish goals and objectives based on the client’s individual objectives, time horizons, risk tolerance, liquidity needs, suitability, prior investment history, family composition and background, and other factors. Clients may impose reasonable restrictions on investing in certain securities, types of securities, industry sectors, or recommended investment strategies. The minimum account size for all separate accounts is currently $250,000.
Investment Focus
- Minimum account size of $250,000
Reach Investa Asset Management LLC directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Investa Asset Management LLC
What sectors does Investa Asset Management LLC invest in?
Investa Asset Management LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Marlin, Texas, United States. Investa Asset Management LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Investa Asset Management LLC invest at?
Investa Asset Management LLC backs companies at Seed, Early Stage, Growth, Late Stage, Buyout and Turnaround.
Which regions does Investa Asset Management LLC invest in?
Investa Asset Management LLC invests across United States.
Who are the partners at Investa Asset Management LLC?
Team members listed for Investa Asset Management LLC include Mike Pore (Managing Partner).
How do I contact Investa Asset Management LLC?
Investa Asset Management LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
