Investek Company, LLC is a registered investment advisor based in Anaheim, California, originally established in 1993. Led by principal advisor Dr. Akbar Torbat, the firm manages investment portfolios for individual investors and small businesses. Investek Company specializes in discretionary managed accounts investing in stocks, bonds, exchange-traded funds, retirement accounts such as individual retirement accounts and 401(k) plans, short-term cash management instruments, and tax-free municipal bonds. The firm builds diversified portfolios tailored to each client's specific needs, objectives, and risk tolerance using fundamental analysis and economic outlooks.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual management fee is 1% of assets under management, charged quarterly in arrears.