financial management Building and protecting wealth

Independent Investment Advice

Investology started in 2002 to provide sound, independent investment advise to clients who are in need for unbiased professional planning. Investology contracted with Charles Schwab Advisors to perform the custody service for our clients.

Building and Protecting Wealth

The challenge of building and protecting substantial wealth requires expertise, entrepreneurial thinking, and a commitment to personal services. In our judgment, this is done with a combination of investment management, and financial planning. Investology Advisors provides this comprehensive offering to high-net-worth individuals, their business and their families throughout their financial lives.