Invicta Advisors LLC

Invicta Advisors, LLC is an SEC registered investment adviser based in Pennsylvania, established in 2018. The firm offers financial advice tailored to individual clients' financial situations, risk tolerance, and goals. Services include financial planning, investment management, and consulting on various business and personal matters. Investment recommendations cover a wide range of products, including securities, mutual funds, annuities, and government securities. Clients can opt for fully customizable portfolio management solutions or engage in financial planning services for a comprehensive evaluation of their financial state. Fees for advisory services are based on a percentage of assets under management, with a maximum fee of 2.0%. Consulting service fees are determined based on the nature and complexity of services provided. Invicta Advisors does not charge performance-based fees and provides services to various types of clients, including individuals, high net worth individuals, and charitable organizations. The firm employs fundamental, quantitative, and qualitative analysis methods in formulating investment advice. Investment strategies include long-term purchases and short-term purchases, with an emphasis on client-specific objectives and risk tolerance. Risks associated with investments are disclosed, including market risk, interest-rate risk, and liquidity risk. Invicta Advisors does not engage in soft dollar arrangements and does not vote proxies on behalf of clients. The firm maintains investment discretion for client accounts and does not have custody of client funds or securities. Clients have the option to terminate agreements with a 10-day notice, and the firm has no reportable disciplinary events. Invicta Advisors' financial condition is sound, with no bankruptcy history reported.