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Invictus Timing Service
Founded in 1986 and based in Westbury, New York, Invictus Timing Service occupies a narrow niche within the registered investment advisor landscape.
Invictus Timing Service
Founded in 1986 and based in Westbury, New York, Invictus Timing Service occupies a narrow niche within the registered investment advisor landscape. The firm was built to serve individual investors and high-net-worth households, offering discretionary portfolio management grounded in technical market analysis rather than fundamental securities research. Over nearly four decades, it has maintained a low public profile, operating without the institutional marketing apparatus that characterizes larger wealth managers. The firm's strategy is defined by active asset allocation shifts driven by proprietary timing models. Unlike multi-asset class RIAs that layer manager selection atop a fixed strategic benchmark, Invictus Timing Service moves client capital between broad exposures — typically equity, fixed-income, and cash — based on signals intended to capture upside trends while limiting drawdowns during market stress. This approach places it in the tactical-allocation category alongside strategies often associated with firms like Portfolio Management Consultants or Navellier, though its specific methodology, client base, and track record remain opaque to external observers. The advisory remains closely held, with no publicly disclosed AUM, team headcount, or succession plan. Its regulatory filings as a registered investment adviser confirm its Westbury location and its provision of services to individuals and high-net-worth clients, but reveal no institutional separate accounts, pooled vehicles, or philanthropic structures. The absence of a LinkedIn presence or substantive website content underscores a business model built on long-standing client relationships rather than on scalable fundraising or brand-building. The firm's structural distinction lies in its single-strategy focus within an industry that has increasingly consolidated around comprehensive wealth management and financial planning. By eschewing estate planning, tax services, and multi-manager architecture, Invictus Timing Service functions as a pure-play tactical asset allocator — a model that requires clients to source other advisory inputs elsewhere. This unbundled posture is unusual among retail-facing RIAs and suggests a founder-led operation built around a single investment philosophy rather than an institutionalized firm.
General information
Firm type
Bank / Wealth / Trust
Year founded
1986
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Westbury
Corporate office
Westbury, NY, United States
Frequently asked questions
What is Invictus Timing Service's core investment approach?
The firm employs a tactical asset-allocation strategy driven by proprietary market-timing signals. Rather than maintaining static exposure to equity and fixed-income benchmarks, it shifts client portfolios between asset classes based on internally generated models designed to capture upward market trends and reduce exposure during anticipated downturns. This differentiates it from buy-and-hold wealth managers who anchor to strategic allocations regardless of market conditions.
Who runs investment decisions at Invictus Timing Service?
Information on the firm's principals and investment committee is not publicly available. As a closely held registered investment adviser operating since 1986, decision-making likely rests with its founder or a small group of senior advisors, consistent with similar boutique tactical-allocation shops. The firm's ADV filings may list key personnel, but no substantive public reporting on its leadership structure exists.
What types of clients does Invictus Timing Service serve?
Regulatory filings confirm the firm provides investment advisory services to individuals and high-net-worth individuals. There is no public evidence of institutional separate accounts, pooled investment vehicles, or ERISA-plan relationships. The client base appears to consist of households that have engaged the firm for discretionary tactical management, often over multi-decade relationships.
Does Invictus Timing Service participate in direct deals, fund commitments, or alternatives?
Based on its stated strategy of shifting allocations between equities, fixed-income, and cash equivalents, the firm does not appear to invest in private markets, direct deals, or alternative assets. Its tactical model is built around liquid, publicly traded markets and does not incorporate the illiquidity or valuation complexity of venture capital, private equity, or real assets.
How does Invictus Timing Service source its market-timing signals?
The firm describes its signals as proprietary, generated through technical analysis rather than fundamental economic forecasting. Specific indicators, data sources, or model architectures are not publicly disclosed. In practice, tactical managers of this type often combine trend-following algorithms, volatility measures, and breadth indicators to produce the allocation shifts they execute on behalf of clients.
Is Invictus Timing Service structured as a single-family office or an independent wealth manager?
It operates as an independent registered investment adviser, not a family office. There is no evidence linking Invictus Timing Service to a single family's capital, and its regulatory classification aligns with external wealth management firms serving multiple unrelated clients. It does not provide family-office services such as tax planning, estate administration, or concierge support.
Does Invictus Timing Service maintain philanthropic structures or related operating businesses?
No philanthropic foundations, adjacent operating companies, or related advisory entities are associated with Invictus Timing Service in public records. The firm appears to operate as a single-entity registered investment adviser without spinout vehicles, donor-advised fund partnerships, or wealth-management affiliates.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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