Institutions
Define income, risk, liquidity, intended treatment, and reporting needs before sourcing terms.
Explore InstitutionsInstitutions and partners
Bring the mandate. Keep the relationship and control.
Invictus and First Principle support allocators and partners with a clear specification, competitive sourcing, direct delivery, and ongoing coordination.
Support built around the decision owner.
Financial advisors
Add a structured-investment desk while retaining the client relationship and advisory context.
Explore Financial advisorsFamily offices
Access a process developed inside a family-office relationship and shaped around direct custody.
Explore Family officesA desk behind the mandate. Control with the decision owner.
Questions about institutional advisory
View all FAQsCan Invictus work with an existing committee, consultant, or manager lineup?
Potentially. Institutional advisory can be scoped to strengthen policy, decision support, reporting, or implementation without automatically replacing existing providers. Governance documents should identify who recommends, approves, executes, monitors, and reports each decision, along with information-sharing permissions and the responsibilities retained by the institution.
Which decisions remain with the institution?
The institution retains the decision rights assigned by its governing documents, committee charters, delegation framework, and final engagement. Invictus may provide analysis or implementation support only within an approved scope. Fiduciary, legal, tax, accounting, regulatory, and capital-treatment conclusions must be established for the specific institution and arrangement.
Start with the mandate.
Share the outcome, constraints, stakeholders, and treatment the relationship needs to support.
ClearThe mandate
AlignedThe roles
DefinedThe terms
The responsibility remains yours. The support works around it.
Begin institutional intake