Our Services
Welcome to Invista, your trusted partner in navigating the intricate world of investments. Based in Norway, we offer a diverse range of services tailored to meet the unique financial needs of individuals, businesses, and institutional investors. Our mission is to empower our clients to make informed investment decisions, guiding them towards financial resilience and growth.
Investment Advisory Services
Our team of seasoned investment advisors provides personalized advisory services to help you identify and achieve your financial goals. We understand that every investor is different, which is why we tailor our advice to suit your specific situation and objectives.
Service Features
- Initial consultation to assess your financial goals and risk tolerance
- Comprehensive portfolio analysis
- Regular updates and market insights
Pricing
Our investment advisory services start at 1500 NOK for an initial consultation, with ongoing advisory fees structured at 1% of assets under management annually.
Portfolio Management
At Invista, we offer professional portfolio management services designed to optimize your investment performance while managing risk. Our experts utilize data-driven strategies to craft a well-diversified investment portfolio tailored to your unique needs.
Service Features
- Strategic asset allocation
- Regular rebalancing to maintain target allocation
- Performance tracking and reporting
Pricing
Portfolio management fees are set at 1.5% of assets under management, charged quarterly in arrears.
Retirement Planning
Planning for retirement is crucial for ensuring financial security in your later years. Our retirement planning services include a comprehensive analysis of your current financial situation and a personalized plan to achieve your retirement goals.
Service Features
- Detailed assessment of retirement needs
- Strategies for maximizing retirement savings
- Social security benefit analysis
Pricing
Our retirement planning services begin at 2000 NOK for a full analysis and plan development.
Tax Planning
Effective tax planning is essential for optimizing your investment returns. Our tax planning experts work closely with you to develop strategies that minimize your tax liability while maximizing your investment growth.
Service Features
- Tax-efficient investment strategies
- Capital gains tax planning
- Advice on tax-deferred accounts
Pricing
Tax planning services are offered starting at 1800 NOK for a basic consultation.
Wealth Management
Wealth management services at Invista encompass a comprehensive approach to managing every aspect of your financial life. Our wealth managers work with you to create a cohesive plan that integrates investment management, estate planning, and tax optimization.
Service Features
- Holistic financial planning
- Custom investment portfolios
- Estate and trust planning
Pricing
Wealth management services are priced at a flat fee starting from 10,000 NOK per year, plus a performance-based fee of 0.5% on over-performance against a predetermined benchmark.
Real Estate Investment Advisory
Investing in real estate can be a lucrative opportunity, and our real estate investment advisory service guides you through the process. We provide insights into the real estate market, helping you to make informed decisions about property investments.
Service Features
- Market research and property analysis
- Investment strategy development
- Financing options and advice
Pricing
Our real estate investment advisory services start at 2% of the transaction value, with a minimum fee of 5,000 NOK.
Corporate Finance Services
For businesses looking to optimize their financial strategy, we provide a range of corporate finance services designed to enhance company value and improve capital structure. Our experienced team will work with you on mergers and acquisitions, restructuring, and growth financing.
Service Features
- Financial modeling and valuation analysis
- Capital raising strategies
- Due diligence evaluations
Pricing
Corporate finance services are bespoke depending on the project scope, with fees starting at 15,000 NOK plus relevant success fees on completed transactions.
Investment Education and Workshops
Invista believes in empowering investors through education. Our investment workshops and seminars cover a variety of topics to enhance your understanding of the investment landscape and improve your decision-making skills.
Service Features
- Workshops on various asset classes
- Investment strategy and planning courses
- Financial literacy seminars
Pricing
Educational workshops are priced at 500 NOK per participant, with discounts available for group bookings.
Why Choose Invista?
At Invista, we pride ourselves on our commitment to integrity, transparency, and client-centric service. Our team of experts is dedicated to providing you with the insights and tools necessary to navigate the complex world of investments confidently. With a tailored approach, we ensure that your financial strategies align with your long-term goals.
Get Started Today
Are you ready to take control of your financial future? Whether you need investment advice, portfolio management, or estate planning, Invista is here to help. Contact us today to schedule your initial consultation and learn more about how we can assist you in achieving your investment goals.
