Why Choose
Invested Interests?

Invest for the long term

Experience
We have the experience to help you plan for the long-term.

Planning
Invested Interests™ can build a financial plan for your investments. Whether you are saving for retirement, college tuition or a first home, we can help you achieve your goals.

Rollovers, transfers, new accounts
401k Rollover? - we can help. We can start or transfer any retirement account, including IRA, ROTH, SEP, SIMPLE, and 401k accounts. We can also establish individual (non-retirement) accounts, trusts, tenants in common, community property, JTWROS, UGMA, 529, Coverdell, non-profit, partnerships, corporations, pensions, and sole-proprietorships. Contact us if you have an account that is not listed.

Asset allocation, low-cost
We believe strongly in creating an efficient asset allocation. Efficient asset allocation uses the historical data of asset classes to build a portfolio that provides you with the highest amount of return for a given level of risk (defined as standard deviation or volatility). We strive to keep your costs low, volatility low and return high.

If you have any questions, please contact us at 1.800.613.7875 or via our online contact form.

Call 1.800.613.7875
Registered Investment Advisors
Available 9:00am to 6:00pm PST

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Address
Office Addresses and Fax