Invested Capital Company

Invested Capital Company: A Comprehensive Overview

1. Company Overview

Founding Date and Background

Invested Capital Company, commonly referred to as Invested, was established in 2006. The company was founded with the intention of providing comprehensive investment advisory services, focusing on delivering tailored financial solutions to a diverse clientele, including individuals and businesses.

Parent Company/Ownership Structure

Invested operates as an independent entity and is not a subsidiary of any larger financial institution. This independence allows it to offer unbiased financial advice and solutions to its clients.

Headquarters Location

The headquarters of Invested Capital Company is located at 10320 Little Patuxent Parkway, Suite 930, Columbia, MD 21044, USA. This strategic location enables the company to serve clients effectively within the region.

Global Business Scope

While Invested primarily operates within the United States, it aims to cater to a broad range of clients, including those interested in both domestic and international investment opportunities. The company focuses on providing investment advisory services across various sectors, including real estate, equities, and alternative investments.

Main Regulatory Bodies

Invested is registered with several regulatory bodies, primarily in the United States. The main regulatory authority overseeing its operations is the Securities and Exchange Commission (SEC). Additionally, Invested complies with regulations set forth by the Financial Industry Regulatory Authority (FINRA).

2. Company History and Development

Key Milestones

Since its inception in 2006, Invested has achieved significant milestones in its growth trajectory. Key milestones include the expansion of its advisory services, the establishment of a robust client base, and the development of proprietary investment strategies that cater to various market conditions.

Business Expansion Journey

Invested began as a small advisory firm and has gradually expanded its services to encompass a wide range of investment options. The company has adapted to market changes and client needs, evolving its service offerings to include more specialized investment strategies and financial products.

Customer Base Growth

Over the years, Invested has grown its customer base to include over 172 clients, with an advisor-to-client ratio of 1:57. This growth reflects the company's commitment to providing personalized service and effective investment solutions.

Platform Development History

Invested has continuously enhanced its trading platform to improve user experience and accessibility. The platform features various tools for investment analysis, portfolio management, and real-time market data, allowing clients to make informed decisions.

Important Awards or Recognitions Received

Invested has received recognition for its commitment to client service and investment performance. While specific awards may vary, the firm is often acknowledged within the industry for its innovative investment strategies and client-focused approach.

3. Trading Services Offered

Forex Trading Options

Invested provides a variety of forex trading options, offering numerous currency pairs for trading. This allows clients to engage in global currency markets and capitalize on foreign exchange fluctuations.

Stock Trading Options

Invested offers access to a wide range of stocks, enabling clients to invest in both domestic and international equities. The firm provides research and analysis to help clients make informed stock selections.

CFD Trading Products

Invested also facilitates trading in Contracts for Difference (CFDs), allowing clients to speculate on price movements of various financial instruments without owning the underlying assets.

Other Financial Instruments

In addition to forex and stock trading, Invested provides access to other financial instruments, including cryptocurrencies and commodities. This diverse range of offerings allows clients to diversify their investment portfolios effectively.

Special Services or Unique Advantages

Invested distinguishes itself through personalized investment advisory services, leveraging over 10 years of industry experience. The firm emphasizes tailored financial solutions and a comprehensive understanding of client needs, which sets it apart from competitors.

4. Regulatory and Legal Background

Detailed Regulatory Information

Invested is regulated by the SEC and FINRA, ensuring compliance with industry standards and protecting investor interests. These regulatory bodies enforce strict rules to maintain transparency and accountability in financial practices.

Legal Entity Structure by Region

Invested operates as a registered investment advisor (RIA) in the United States. The firm adheres to legal requirements specific to the regions it serves, ensuring compliance with local regulations.

Client Fund Protection Measures

Invested implements various measures to protect client funds, including segregated accounts and adherence to regulatory guidelines. These measures ensure that client assets are safeguarded against potential risks.

Countries/Regions Served

While primarily focused on the United States, Invested aims to serve clients interested in global investment opportunities. The firm's advisory services are available to clients across various regions, depending on regulatory compliance.

Compliance History

Invested maintains a clean compliance record, with no significant disciplinary actions reported. The firm actively monitors its operations to ensure adherence to regulatory standards and mitigate any potential compliance issues.

5. Competitive Landscape

3-5 Main Competitors

Invested faces competition from several other financial advisory firms, including:

1. Wealthfront: A robo-advisor offering automated investment management services.
2. Betterment: An investment platform providing personalized financial advice and portfolio management.
3. Charles Schwab: A well-established brokerage firm offering a wide range of investment products and services.

Positioning in the Industry

Invested positions itself as a client-focused investment advisory firm, emphasizing personalized service and tailored financial solutions. This approach allows it to compete effectively in a crowded market.

Market Differentiation Factors

Invested differentiates itself through its commitment to understanding individual client needs, offering a diverse range of investment options, and leveraging significant industry experience. The firm's focus on personalized service and comprehensive financial planning sets it apart from competitors.

For more information about Invested Capital Company, including specific services offered and client testimonials, please learn more.

This article provides a detailed overview of Invested Capital Company, covering its history, services, regulatory background, and competitive landscape. The firm has established itself as a reputable player in the investment advisory space, dedicated to delivering tailored financial solutions to its clients.