Investacorp
Investacorp, Inc., is an independent financial services firm headquartered in Miami, Florida. The firm’s 450-strong financial advisor network provides investment solutions and wealth management advice to individuals, families, business owners, and institutions, nationwide.
Founded in 1978, Investacorp has one mission: to optimize the time, talent and entrepreneurial spirit of independent financial advisors. The firm’s goal has always been to partner with highly respectable individuals in the industry who sincerely desire to serve their clients with integrity, objectivity, and proficiency.
The firm’s single OSJ model allows for variety, from sole proprietors and partnerships to ensemble practices. Investacorp’s objective, open-architecture approach to products and services allow its advisors to select from commission-based, fee-based or hybrid style business models.
Investacorp empowers its independent advisors to guide their clients through all areas of financial management by providing a range of services including full-service broker-dealer, Registered Investment Advisor, insurance agency, investment bank, and more. Through technology innovation, practice-building, and best-in-class resources, the firm’s 9 X-Factors fuels advisors with:
- Investment Banking Products
- Mobile Technology Solutions
- Proprietary Equity Research
- Social Media Consultation
- Trust Company Services
- Succession Planning
- Practice Acquisition
- Business Coaching
- Brand Building
