Investa Asset Management LLC

Investment ManagementTexas, United States2-10 Employees

Investa Asset Management LLC (“Investa”) provides investment management and advisory services to individuals and institutional investors, including registered investment companies, private investment funds, financial institutions, private capital funds and hedge funds, annuity funds, charitable institutions, foundations, municipalities, endowment funds, corporations, corporate pension and profit-sharing plans, and Taft-Hartley plans.
Investa is a fee-only investment advisor. Investa does not sell investment products, insurance or annuity products. Investa is not affiliated with any broker-dealer firm or entities that sell financial products or securities. No commissions or finder’s fees are accepted.
Investa advises on most types of securities, including:
common and preferred stocks
investment-grade and non-investment grade corporate bonds (including private placements)
U.S.government and agency securities
convertible securities (including stocks and convertible corporate bonds)
stock and index options
real estate investment trusts
structured instruments
open and closed-end investment companies
hedge funds and master limited partnerships
direct participation programs
Investa provides financial planning services, usually, though not necessarily, in conjunction with its investment and wealth management services. Financial planning typically refers to a comprehensive evaluation of a client’s current and future financial needs.

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