Invex Next, LLC

Invex Next is a registered investment adviser based in Coral Gables, Florida, offering discretionary portfolio management services to individuals, high net worth investors, families, trusts, and estates. The firm tailors its investment strategies to meet each client's specific goals, risk tolerance, and financial situation. Investment advice primarily focuses on exchange-traded funds, mutual funds, undertakings for the collective investment in transferable securities, and bonds, though strategies may also incorporate long-term and short-term purchases, fundamental and technical analysis, macroeconomic trends, and occasionally margin transactions or options writing. Invex Next operates as a fiduciary, legally required to act in your best interest. The firm also utilizes sub-advisers like BCP Advisors for certain accounts and participates in wrap fee programs. Invex Next is affiliated with Invex Advisors LLC and Invex, LLC.