Providing strategic solutions that help leaders make informed decisions

The noblest motive is the public good. At Invested Advisors, we keep that notion in mind when building relationships and supporting the procurement efforts of contracting officers, government agencies, universities and public institutions.  Our approach is to provide the same tenacity and depth of knowledge enabling us to be agile, responsive and creative in helping you leverage the public’s capital to amplify results. Our efforts are rooted in sound strategy, creativity and logic to bring forth higher levels of engagement and quality work. We are diligent with completing projects on-time and within budget, with effective accounting and reporting systems.

Company Profile

Our team draws from our past performance and professional experience to help contracting officers, committees and agencies make the most of taxpayer dollars with innovative, affordable, out-of-the-box creative solutions to complex business challenges.


Federal Prime Contractor

Certifications | EDWOSB |  SB 2004771 |  DBE and SBE | ACDBE | Section 3

SAM – Current | CAGE 7SZ62  | Seller of Travel 2129190-40

NAICS Codes 

541810 Advertising Agency

541613 – Marketing Consulting

611430 – Professional Management

541820 – Public Relations Agency

514618 – Management Consulting

561599 – All Other Travel Arrangements

721110 – Hotel, Motel (excluding casino)

561920 – Convention and Trade Show

512110 – Motion Picture/ Video Production

Local Agencies | County of San Diego | Tourism & Marketing | Airport Authority | City of San Diego | Housing Commission | MTS | Others

State Agency | State of California

The Invested Advisors Approach 

We take the time to listen and learn about your agency, and offer solutions based on your needs, capacity, and goals. We subscribe to values-based marketing strategies that help you meet the needs of the tax payers and strive to help you create a greater impact for the people you serve. Our advisors work in a cohesive manner with a results-oriented mandate to enhance your results and relationships.


Every business needs its key partners to help execute their plans to maintain positive momentum. As a decision-maker in your agency, you know first-hand the value of partners – particularly powerful ones who help you remain nimble and responsive to your constituents and governing body.

At Invested Advisors, our marketing and communications solutions are delivered through a robust range of services, including:

  • Strategic Marketing – Invested Advisors supports organizations with strategic development and tactical marketing plans focused on data and data segmentation, creative assets, testing, executing and monitoring of campaigns to completion. We work collaboratively with you in designing simple or complex marketing campaigns adhering to your exacting standards.
  • Public Relations – We help you effectively shape your agency communications to manage your news and generate effective new coverage from reporters. We also offer deep experience in crisis management surrounding regulatory and governmental relations, executive misconduct and product issues.
  • Social Media – We offer a talented team of advisors with years of experience building appropriate, customized social media strategies.
  • Public Forums – Our team helps you build and execute an engaging public forums as a function of your overall plans and need to gather and share information with the public.
  • Training and Learning – we work with you to develop and implement training solutions that stimulate employee learning to deepen engagement and improve applicable skills in leadership, management, computer training, financial literacy and workforce transition.
  • Community and economic development services – our deep experience in commercial markets enables swift guidance on solutions to advance minority and women business enterprise, help banks improve community reinvestment practices and assist in the deployment of services and opportunities to historically underserved.

For More Information

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