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.

Sailboat moving across open water toward the horizon.

Our founding story

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

Find your path.

Individuals and Families

Desiring to protect principal, enhance market participation, and create liquid income around the life your wealth supports.

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Institutional Partners

Income, liquidity, and capital treatment designed to fit your mandate.

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Family Offices

Access solutions built inside a family office, for families who face the same questions.

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Different responsibilities. One commitment to clarity and control.

What The Invictus Collective provides.

Clarity first.

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

Control by design.

Income, protection, and horizon are set by your needs, not by a product menu.

Defined outcomes.

Solutions where the outcomes are defined, not discovered.

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

Questions about starting with The Invictus Collective

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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

Control in the design. Clarity in the solution.

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