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
Click here for quick video overview of our program
Five Star Wealth Manager
2024 Five Star Wealth Manager Award created by Five Star Professional. Presented in 11/2024 based on data gathered within 12 months preceding the issue date. 3,710 advisors were considered, 282 advisors were recognized. Advisors pay a fee to hold out marketing materials. 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.
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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