Invista Capital Management LLC is a large advisory firm based in Des Moines. It manages $22.97 billion of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2001.
Invista Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Invista Capital Management LLC is $22.97 billion. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Invista Capital Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Dennis Paul Francis has been acting as President since 1 Dec 1998. Scott Davis Opsal has served as the Chief Investment Officer since 1 Dec 1998. Paul Alexander Dow joined the executive team most recently as the Executive Director Us Equity Investment.
The principal office where Invista Capital Management LLC performs its advisory services is located at 1900 Hub Tower, Des Moines, IA 50309, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 515-247-6582 or by fax 515-362-0676. The normal business hours are 7:00a.m. - 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.invistacapital.com.