Investment Management

Our experienced Investment Management department follows a disciplined and objective process. Our core investment vehicles are globally diversified and provide our clients privileged access to some of the finest institutional-level investment managers in the world. We are free to choose any investments that are in the best interests of each client.

Four Key Principles

At Investmark, we believe an effective investment management strategy relies on four key principles:

  • Asset Allocation
  • Specialist Managers
  • Portfolio Structure
  • Continuous Management

Learn more about our Key Principles of Investment Management


Core Options:

We are very proud of the three primary managed account programs we currently utilize for our fee-based accounts. For more information, please click on the links:





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Our Exclusive Advantage

We are very proud of our privileged association with Dimensional Fund Advisors, one of the world's leading money managers.

Click here for more information on DFA.


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SEI Trust is a long time strategic partner of ours.  Their manager of managers approach, rigorous manager criteria, and constant innovation make them an industry leader.  With their help we are able to provide our clients with the same strategies that SEI provides for prominent national and global endowments, pension funds and institutions. 

Click here for more information on SEI Trust.


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Investmark's IAM program is managed directly by our Investment Management team and offers a further option for diversifying fee based accounts.  

Click here for more information on our IAM Program.