Assessment of viability, stability, and profitability of a business, sub-business or project.
Our Investment Management Services help you pursue your financial needs as they grow and change.
This service offers a variety of benefits to boost your sales and suit your company’s fixed income.
Our goal is to maximize investor return and minimize any potential loss by applying these principles in a disciplined and pragmatic process. We rely on facts, not speculation to purchase high return, predictable companies at significant discounts to intrinsic values.
The benefits of using managed funds include the ability to gain exposure to different asset classes and market sectors.
- Diversification
- Potential wealth generation
- Cost-effective investment
- Access to a range of assets
- Geared exposure
- Underperforming investments
We work in an atmosphere of trust and camaraderie, where partners help each other.
We are committed to providing clients with the best value and service in the industry.
Providing value through straightforward commissions and added services.
Together, we can enable your business to achieve even more.
Investex leads the industry in wealth management. Our independent RIA and broker services are powered by over 20 years of industry experience.
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Economies of Scale
When you buy shares you have to pay dealing costs and admin fees, which can eat away at the value of your investment.
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A Way to Spread Your Risk
Buying shares in only one investment company effectively gives you a diversified portfolio.
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Manager’s Expertise
Each investment company uses professional management expertise.
Working with Investex has been a great experience. An exceptional group of people who are well versed in all legal, accounting, and compliance aspects of fund administration for onshore or offshore funds. I highly recommend them.
Emily WilsonTop Manager
These guys are efficient! From the first moment that I dealt with Investex I knew that they were real pros. They are asking the right questions, and when getting the answers they are on ball non-stop, providing an excellent service!
Dennis LewisCivil Servant
It took me a while to find someone who could accomplish what I needed for my company. I have to say it was well worth the wait. Investex is a team of real professionals who showed their hard work, patience, and professionalism, and they far exceeded my expectations.
Jack McGeeFounder, The Therapy
It has been a pleasure to work with Investex and their team of investment experts. They offered me a quick and easy solution to my business investment strategy that will surely help me in handling my future spendings. I’m glad to cooperate with this qualified team.
Jill MillerRegional Manager
