Leading wealth advisors Christian Habitz and Sarah Damsgaard today announced that they have partnered with Dynasty Financial Partners to launch The Invictus Collective. Mr. Habitz and Ms. Damsgaard previously oversaw in excess of $1 billion of assets under advisement.
The Invictus Collective is an independent registered investment advisor with offices in Milwaukee, Chicago and Miami. The firm will work exclusively with ultra-high net worth individuals and multigenerational families.
According to Mr. Habitz, “We are excited to announce our new multi-family office offering. We have paired a bespoke private banking approach with the most forward-looking technology; bringing the best of both worlds. We look forward to offering our clients proprietary private investment opportunities through our global network of business owners and leaders.”
Ms. Damsgaard added, “As siblings who own and operate a family business, we have specific insight, empathy and experience that allows us to better serve our clients.”
The name of the firm, The Invictus Collective, was chosen because it represents the perseverance, courage and determination of the entrepreneurial spirit. Invictus means unconquered in Latin.
“We welcome Christian, Sarah and their team to the Dynasty Network,” said Shirl Penney, CEO of Dynasty Financial Partners. “With their decades of experience in wealth management working with the ultra-wealthy and their unique position to offer their clients proprietary deals, I am confident that they will thrive in the independent arena.”
The Invictus Collective has selected Fidelity as its custodian and its technology partners include Addepar and eMoney.
