INVST – Empowering Individuals to Achieve Financial Freedom and Live Their Dreams through Innovative Financial Strategies

INVST embodies innovation in wealth management. As a Registered Investment Advisory firm, INVST is dedicated to guiding people toward their financial goals with precision and expertise. Committed to serving as fiduciaries, INVST ensures that every recommendation and solution meets the highest professional standards.

INVST’s approach is grounded in a deep-seated ethos, prioritizing client interests with the same care as their own families. In an industry often marked by convention, INVST offers a refreshing perspective.

Scott Jarred, the CEO, spoke exclusively to CIO Bulletin about how he and his team of experts at INVST are helping their valued clients achieve financial freedom faster by making money work for them.

Interview Highlights

Q. Can you share the inspiration behind the establishment of INVST? What motivated the founders to break away from traditional financial institutions and create an independent advisory firm?

The inspiration for establishing INVST stemmed from my deep-seated desire to redefine wealth management and financial planning. I envisioned helping individuals achieve financial stability, independence, and the freedom to live life on their terms. Dissatisfied with the limitations of traditional financial institutions, I, as one of the country's most successful wealth advisors, felt constrained. Despite my expertise, I couldn't advise people in the way I believed was best. This realization fueled my desire for personal financial freedom and empowered others to do the same. In June 2016, Lloyd and I took a leap of faith, founding INVST (initially known as JarredBunch Consulting).

Our client-centric approach is evident in innovative strategies like The Freedom Wheel™ and Invst4Life™ process, offering a practical path to wealth growth and protection.  INVST is about creating a movement—a community empowered to control their financial futures. We're committed to education, transparency, and ongoing support, ensuring clients actively participate in their financial journey.

INVST challenges the financial industry's status quo, offering an empowering, client-focused alternative. Through INVST, we're not just a financial advisory firm but a philosophy, a movement, and a community dedicated to making money work for our clients.

Q. Can you outline the range of products and services offered by INVST to cater to the diverse financial needs of clients across different regions and backgrounds?

INVST offers a comprehensive approach to financial management and wealth building, catering to diverse client needs. Here's an overview of our products and services:

Philosophy and Approach:

• Invst Philosophy: We prioritize financial positioning over traditional planning, focusing on helping clients live their desired life through strategic financial management.
• The Freedom Wheel™: Our core strategy tool guides clients through financial concepts, aligning with their personal goals.

Financial Management Process:

• Invst4Life: Tailored advice and strategies evolve with clients, meeting changing needs.
• Financial Life Scorecard: Assesses and improves various financial areas.
• Investor DNA: Tailors investment strategies based on each client's profile.

Technology and Tools:

• Wealth Builder Portal: Offers real-time insights into clients' financial situations.
• InvstIQ: Provides ongoing financial education and support.

Services Offered:

• Personal CFO Services: Guides clients through financial planning.
• Investment Management: Tailors strategies based on client profiles.
• Real Estate Investments: Offers monthly cash flows to investors.
• Business Scaling and Value Maximization: Helps business owners maximize growth and value.

Community and Support:

• Invst Community: Connects clients, fostering a supportive environment.
• Ongoing Support and Education: Through platforms like InvstIQ and the Wealth Builder Portal, INVST provides continuous education and support to ensure clients are well-informed and confident in their financial decisions.

Mission and Vision:

• Mission: To help people reach their full financial potential through evidence-backed strategies.
• Vision: Changing the investment game to ensure financial stability and independence.

INVST's comprehensive approach, driven by innovative technology and personalized services, aims to help clients achieve financial freedom and live their desired life.

Q. CEO Scott Jarred mentions a desire to "change the game" in financial advisory services. How does INVST differentiate itself from traditional financial planning firms, and what innovative approaches do you employ to better serve your clients?

As CEO of INVST, I believe in "changing the game" in financial advisory services. Here's how we differentiate ourselves from traditional firms and our innovative approaches:

1. Invst4Life™ Process: We take a holistic, life-long approach to financial planning, prioritizing long-term relationships and comprehensive planning that evolves with our clients' life stages.
2. Educational Emphasis: We empower our clients with financial education through tools like InvstIQ™, enhancing their financial literacy and enabling informed decision-making.
3. Innovative Tools and Platforms: Our InvstIQ™ financial wellness platform and Invst WealthBuilder™ provide personalized insights and real-time data, leveraging technology to offer user-friendly tools for managing finances.
4. Client-Centric Philosophy: We prioritize our clients' individual needs, goals, and financial health, departing from transactional models to focus on long-term planning and transparency.
5. Outside of Wall Street Environment: By operating outside of Wall Street, we ensure a transparent, unbiased approach to financial planning, free from potential conflicts of interest.
6. Comprehensive Financial Board Strategy: Our team-based approach involves multiple experts crafting a robust financial plan covering all aspects, from investments to estate planning.

At INVST, we're committed to a holistic, educational, and technology-driven approach, providing personalized financial advisory services that adapt to our clients' evolving needs.

Q. In what ways does INVST prioritize transparency and ethical practices in its financial advisory services, and how does it ensure alignment with clients' values and goals?

At INVST, transparency and ethical practices are paramount in our financial advisory services. Here are key strategies that showcase our commitment to aligning with clients' values and goals:

1. Values-Based Approach (Invst4Life™): Our Invst4Life™ methodology emphasizes understanding and aligning with clients' personal values and goals. This involves crafting personalized planning and investment strategies that reflect ethical stances, such as sustainable investing or social responsibility.
2. Educational Focus (InvstIQ™): With InvstIQ™, our financial wellness platform, we prioritize educating clients about their investments and the financial market. This empowers them with knowledge to make informed decisions that align with their values and financial objectives.
3. Process Transparency: Our structured Invst4Life™ process ensures transparency by clearly outlining how financial strategies are developed, implemented, and monitored over time.
4. Alignment with Client Goals: We take a client-centered approach, tailoring our services to meet each client's unique needs and objectives. This ensures that our advice and strategies are in their best interest, aligning with ethical practices in financial advising.
5. Commitment to Financial Wellness: We prioritize overall financial health, going beyond investment returns to consider factors like financial security and planning for the future. This holistic approach reflects our commitment to ethical practices that genuinely benefit our clients.

For more detailed information, we invite you to visit our website or contact us directly.

Q. With the increasing complexity of the global financial landscape, how does INVST stay abreast of regulatory changes and market trends to provide clients with informed and proactive guidance?

Staying abreast of regulatory changes and market trends in the complex global financial landscape is crucial for financial advisory firms like INVST to provide clients with informed and proactive guidance. Here are several strategies that INVST employs to ensure it remains at the forefront of financial innovation and regulatory compliance, thereby offering its clients the best possible advice and service:

1. Continuous Education: We invest in ongoing education for our team, ensuring they're updated on financial regulations and market trends.
2. Regulatory Compliance Team: Our dedicated team monitors regulatory changes and advises on compliance adjustments.
3. Professional Networks: We leverage partnerships and networks for early insights into regulatory changes and market trends.
4. Client Feedback: Regular feedback mechanisms help us anticipate client needs and adjust strategies accordingly.
5. Strategic Planning: We engage in scenario analysis and strategic planning to prepare for various market outcomes.
6. Thought Leadership: By contributing to industry research and thought leadership, we stay informed and position ourselves as forward-thinking.

Through these strategies, INVST remains proactive in offering clients the best possible advice and service in a rapidly evolving financial landscape.

Q. The emphasis on helping clients overcome financial anxiety is commendable. Could you provide one or two client success stories about how INVST has successfully guided individuals and families through challenging financial situations, ultimately leading to greater peace of mind and financial security?

Success Story

Alex Turner - From Vision to Reality with INVST

Problem: As an ambitious entrepreneur, Alex faced hurdles like limited capital and a lack of financial acumen in scaling his startup.

Solution: Turning to INVST for guidance, Alex accessed their comprehensive suite of services tailored for entrepreneurs. Utilizing InvstIQ™, he gained insights into his financial landscape, while the Invst4Life™ program provided personalized coaching on financial management and investment strategies. INVST also connected Alex with successful entrepreneurs and investors, facilitating mentorship and funding opportunities.

Outcome: Within five years, Alex's startup secured significant funding and achieved remarkable growth, expanding internationally. Thanks to INVST's guidance, Alex became adept at making informed financial decisions, ensuring a clear roadmap for future expansion. His success serves as a testament to INVST's impact on entrepreneurs, instilling a mindset of growth and resilience.

Alex's success story became a testament to INVST's impact on entrepreneurs. He often credits INVST for not just the financial advice but for instilling a mindset of growth, resilience, and strategic planning.

Q. As a company that aims to help people live the life they want, what strategies does INVST employ to continuously improve its services, expand its reach, and stay at the forefront of the industry? How do you envision the company's trajectory in the years to come?

At INVST, we're committed to being a forward-thinking, values-based organization dedicated to enhancing financial wellness and empowering individuals to live the life they desire through informed investment strategies. To continuously improve our services and expand our reach, we focus on the following:

Continuous Improvement of Services:

1. Innovation in Financial Services: Developing innovative services that align with our values-based approach to meet the evolving needs of our clients.
2. Personalization and Customization: Using data analytics to offer personalized financial advice and customized investment solutions tailored to each client's unique goals.
3. Education and Empowerment: Expanding our Invst4Life™ and InvstIQ™ platforms to provide clients with more resources, tools, and educational content to enhance their financial literacy and decision-making.

Expanding Reach:

1. Digital Transformation: Leveraging technology to enhance the digital experience and make financial services more accessible through mobile apps, online platforms, and virtual consultations.
2. Strategic Partnerships: Forming partnerships with companies, non-profits, and educational institutions to offer financial wellness programs and reach a wider audience.
3. Community Engagement: Actively participating in community events to raise awareness about financial wellness and informed investing.

Staying at the Forefront of the Industry:

1. Adapting to Regulatory Changes: Staying ahead of regulatory changes and ensuring compliance to build trust and credibility.
2. Market Research and Trends Analysis: Monitoring market trends and consumer behavior to anticipate changes and adapt strategies accordingly.
3. Sustainability and Social Responsibility: Integrating ESG criteria into investment strategies to appeal to socially conscious investors.

Ultimately, INVST's trajectory is guided by a commitment to our core values, innovation in financial wellness, and dedication to helping clients achieve their life goals through informed and responsible investing.

INVST | Leadership

Scott Jarred is the Founder and CEO of INVST. He has established the company around a central vision: crafting the ultimate uncommon experience. Specializing in comprehensive wealth management, INVST transcends micro-specialization, striving to transform the industry with its innovative approach.

Lloyd Easters is the Integrator and Chief Investment Officer of INVST, leads the comprehensive wealth building and business consulting Registered Investment Advisory (RIA). With extensive experience, Lloyd manages investment strategies for a billion in assets, leading marketing efforts.

Josh Hauser, Vice President of Sales & Marketing, leads advisor training programs, business development and the Invst4Business program which includes EOS Traction, Entrepreneurial Leap and 10 Discipline programs. Josh also oversees growth in the company with many different advisor initiatives.

Dipen Mehta is the COO, CFO, and CCO of INVST, boasting over 25 years of experience in the financial industry. At INVST, Dipen oversees day-to-day business operations, including human resources, compliance, technology, investment operations, insurance operations, financial management, and vendor management.

“We're not just a financial advisory firm but a philosophy, a movement, and a community dedicated to making money work for our clients.”