Invictus Private Wealth
Overview
Invictus Private Wealth is a fiduciary investment advisory firm based in Denver, Colorado, specializing in private equity, private real estate, and private debt investments. The firm operates as a fiduciary, free from the constraints often associated with traditional wirehouses, and is held to the highest standard of conduct and ethics. The firm's investment strategy focuses on targeted investing, building legacies, and providing comprehensive financial planning services, including retirement income planning, legacy planning, education funding, and philanthropy. Invictus Private Wealth aims to deliver a calm, professional experience rooted in thoughtful guidance and long-term financial confidence. With a team of experienced professionals, Invictus Private Wealth crafts personalized plans that align with clients' unique goals and values, offering comprehensive support and transparent communication to guide clients through every financial decision.
Investment Focus
- Target investments up to $50,000,000
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- Their LinkedIn profile
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Frequently asked questions about Invictus Private Wealth
What sectors does Invictus Private Wealth invest in?
Invictus Private Wealth invests in Financial Services, Technology, Healthcare, Energy, Real Estate and Agriculture, and is based in Denver, United States. Invictus Private Wealth is listed as a private investment firm in the ConnectSafely investor database.
What stage does Invictus Private Wealth invest at?
Invictus Private Wealth backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 500K - 50M.
Which regions does Invictus Private Wealth invest in?
Invictus Private Wealth invests across United States.
Who are the partners at Invictus Private Wealth?
Team members listed for Invictus Private Wealth include Michael Caplan (Managing Partner) and Jessica Dowdy (Director of Wealth Services).
How do I contact Invictus Private Wealth?
Invictus Private Wealth'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
