I n v e s t m a r k A d v i s o r y G r o u p
Asset Management Services Designed Specifically for Automotive Dealers' Reinsurance Companies
Five Star Wealth Manager
2025 Five Star Wealth Manager Award, created by Five Star Professional. This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/01/2025 through 08/01/2025. 3641 Connecticut-area wealth managers were considered for the award; 236 (6 % of candidates) were named 2025 Five Star Wealth Managers. Not indicative of advisor’s future performance.Your experience may vary.
Maximize your Earned Premiums
Click here for a brief white paper by
Investmark CEO Michael C. Kusick, CFP®
explaining the key benefits of our program
Financial Advisor Magazine's
Top 500 RIA Firms in the Country
Financial Advisor Magazine’s (“FA Mag”) 2024 annual RIA ranking and survey. Created by Financial Advisor Magazine. Presented in July/August 2024 based on data gathered by Financial Advisor Magazine. 431 firms participated in the survey. Firms pay a fee to hold out marketing materials. Not indicative of firm’s future performance. Your experience may vary.
Click here for more information
We are a proud member of the Connecticut Automotive Retailers Association.
Proud Sponsor of the CARA 2023 and 2024 Dealer Symposiums, and the 2022 CARA Charity Gala