Invertia assists professional and accredited investors with issues that are paramount to their core objectives: the preservation and adequate use of their capital. Our team and group of advisors have extensive track record in interacting with product managers, allocating capital, being aware of market developments and tendencies, and sourcing investment opportunities, We provide significant coverage of financial institutions, and bring powerful origination capabilities.
For investors, we are a vital extension: a comprehensive and targeted set of eyes and ears in the marketplace, ensuring constant production of relevant and adequate investment aid and ideas. We continuously and meticulously interact with Asset Managers, Fiduciary Managers, Private Banks, Custodians, Advisory firms, and institutional grade investors.
Deal Origination & Participation: Our clients mandate us to produce investment ideas; we ensure that we bring to them unique off-market opportunities that fit their targeted returns and asset class interests. Our strategic network and relationship base allows us to take a view on exceptional transactions available to privileged parties; we make these opportunities available to our clients.
Product Provider introduction and due diligence: We assist investors in conducting product provider diligence and background checks through strategic partnerships with specialists in this field. We also guide Clients who require a specific type of service by identifying the relevant counterparty. Our introductions are placed at the highest level and we custody the process as if it was our own.