Invictus Timing Service Ltd (Westbury)

Invictus Timing Service Ltd is a large advisory firm based in Westbury. It manages $106.47 million of regulatory assets for 496 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Jersey, New York, and 3 other states.

Invictus Timing Service provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Invictus Timing Service: assets under management

The assets under management (AUM) of Invictus Timing Service Ltd is $106.47 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $105.24 million in discretionary accounts and $1.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $205.45 thousand.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Invictus Timing Service Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jay Allan Ambroson serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Jay Allan Ambroson is individuals with 464 clients and $74.91 million of assets under management. Among the 10 most similar advisory firms, Invictus Timing Service has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $106.47 million for 490 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Invictus Timing Service doesn't advise any private funds.

Careers at Invictus Timing Service Ltd

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jay Allan Ambroson has been acting as President since 1 Jul 1986. Matthew Evan Eckstein joined the executive team most recently as the Vice President, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jay Allan Ambroson	President	1 Jul 1986	75% - 100%	859012
Matthew Evan Eckstein	Vice president, chief compliance officer	1 Jan 1999	Other	2997245

Based in Westbury

The principal office where Invictus Timing Service Ltd performs its advisory services is located at 400 Post Avenue, Westbury, NY 11590, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-741-0500 or by fax 516-741-0627. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday.