Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Headquartered in Indianapolis, IN, Invst, LLC is an Independent Registered Investment Adviser focused on helping individuals and businesses grow their wealth through personal CFO services and investment education. Since its founding, the firm has aimed to guide clients toward financial freedom and legacy sustainability.
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