The Invictus Collective focuses on three world-class strategies and bespoke family office solutions.

We are the investment advisor for institutions and ultra-high-net-worth families.

The Invictus Collective is an independent registered investment advisor founded by Forbes Top 125 America Wealth Advisor1 Christian Habitz, and was the first multi-family office to be invited to join the Stanford University Family Office Initiative.

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WHY INVICTUS

Our Values

Trust

We strive to earn our clients’ trust daily through the highest levels of communication and transparency.

Integrity

Our reputation is based on an honest and fair approach. We’re not afraid of tough conversations.

Empathy

We provide counsel on key financial decisions through careful listening and thoughtful questions.

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Responsiveness

We are driven to fulfill our service commitment by anticipating our client’s unique needs.

SERVICES

Strategies tailored to your sophisticated financial landscape 

Structured Products

 

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Private Credit

 

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Direct Equity Investments

 

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Family Office Partnerships

We offer bespoke family office partnerships for families with $100M+ of investable assets. 

CONTACT US

Exclusive Access, Bespoke Experience

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1 The Forbes ranking of America’s Top Wealth Advisors algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and Advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the Advisors or their firms in exchange for placement on a ranking. The ranking was awarded in September 2018, based on the time period from 6/30/17 – 6/30/18. Awards or rankings are not indicative of future success or results.