The Invictus Collective

The Invictus Collective

Pursue what matters most with clarity and control.

We believe in empowering others to pursue what matters most by delivering clarity and control through structured financial solutions.

For individuals and familiesFor institutions and partners
Sailboat moving across open water toward the horizon.

The Invictus Collective is an independent registered investment advisor founded by Christian Habitz, and was the first multi-family office to be invited to join the Stanford University Family Office Initiative.

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Selected relationships and affiliations

A distinct path for every responsibility.

Institutions

Build income, liquidity, and capital treatment around a mandate your stakeholders can examine.

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Family offices

Access solutions built inside a family office and shared with peers who carry the same responsibility.

Explore Family offices

Different responsibilities. One commitment to clarity and control.

What Invictus provides.

A coordinated relationship that begins with why the capital matters, then shapes the work around it.

Clarity before commitment.

The purpose, terms, tradeoffs, and responsibilities are made visible before a decision is made.

Control over the design.

Your needs guide the income cadence, protection level, horizon, and implementation.

Defined outcomes.

First Principle, the asset management arm of Invictus, builds solutions with terms you can read and monitor.

Structure where it protects. Flexibility where it serves. Clients in control.

The relationship starts with you.

  1. Begin with the responsibility.

    We listen for what the capital must protect, provide, or make possible.

  2. Shape the solution.

    The appropriate Invictus team and First Principle desk translate those needs into clear terms.

  3. Stay aligned.

    The conversation continues as needs, markets, and responsibilities change.

Partners, not passengers.

Questions about starting with Invictus

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How do Invictus and First Principle work together?

The Invictus Collective is presented as the coordinated client relationship, while First Principle Asset Management is presented as its asset-management branch. First Principle focuses on structured portfolio programs and implementation support. The exact legal entities, regulatory roles, service scope, and agreements must be confirmed in approved disclosure documents before production launch.

What happens before an investment solution is discussed?

Invictus begins with the responsibility behind the capital: what it must protect, provide, or make possible. The team then identifies constraints, decision owners, liquidity needs, risk capacity, and the professionals already involved. A first conversation is exploratory and does not create an advisory relationship or individualized recommendation.

Keep command of what you have built.

Start with the question in front of you. We will help make the choices and tradeoffs visible.

ClearEvery term
DefinedEvery responsibility
YoursEvery decision

Clarity in every solution. Control in every outcome.

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