Invictus and its principals serve the Employee Stock Ownership Plan (ESOP) community in a variety of fiduciary capacities including investment advisory, investment management, transactional, as well as “on-going”, continuous trustee appointments. We pride ourselves on developing and maintaining a personal relationship with every client. This allows us to identify and address the specific needs of each and enables us to provide them with the necessary fiduciary protection. Our personalized approach assists us in safeguarding the assets of the plan for the benefit of the participants and in ensuring that the plan’s objectives are fulfilled in compliance with applicable state and federal law.
To assist us with our duties as an ESOP fiduciary, we have fostered relationships with numerous law firms, valuation firms, third party administrators, lending institutions, as well as repurchase obligation and executive compensation specialists across the country, all of whom specialize in ESOPs. This gives us the flexibility to hand pick local and trusted professional service companies and personnel that best suit the needs of each individual client, regardless of their market or location.