Our Dream is to Make Yours Possible

Investir – borrowed during the 13th century as Italian – it’s the notion of giving one’s capital to form something new. It’s also an apt metaphor for the firm that is an ensemble of business leaders and marketing creatives whose combined talents and shared vision help our clients harness the passion for the possible.

Who We Are

INVESTED ADVISORS IS AS UNIQUE A FIRM AS IS ITS NAME.

We are experts in guiding business strategies and delivering marketing communications that position our clients for success. We have the experience and talent to do so in a way that is intellectually and visually compelling with an outcomes-oriented approach.

Invitation to Meet

Unique Capabilities and Proven History

Our Value Proposition

BROAD CAPABILITIES

Broad capabilities that enable us to support you throughout your entire business cycle

INDUSTRY KNOWLEDGE

The industry knowledge that ensures your strategies are better than the competition

COHESIVE APPROACH

A cohesive approach that encourages diversity of thought and speed to market

PERSONALIZED SERVICE

Tailored solutions that meet the unique needs of your business and operation

See our portfolio of work

We work in the public sector as a prime contractor for the federal government and local agencies.

Business Concerns

TOTAL SMALL BUSINESS

CALIFORNIA SMALL BUSINESS / CA SUPPLIER #2004771

DBE | SBE | EDWOSB

DUNS |080535853

CAGE | 7SZ62

NAICS CODES:

 

541810 – Advertising Agency
515111 – Radio Network
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
54112- Human Resources Consulting
611710 – Educational Support Services
624120 – Services for the Elderly and Persons with Disabilities
Request our capabilities statement

How We Got Our Start is Not So Uncommon.

Our History

A TALE OF TWO FRIENDS

Like many great companies, our start also began with two friends contemplating how to have more purpose-filled careers, after excelling in senior roles in financial services and technology sectors. We wanted to build upon that valuable experience to help others reach new heights. After jotting down some ideas on a napkin, the name and purpose of our new company emerged.

What was the purpose of the business? To apply our lifelong corporate experience to help leaders intersect the most critical aspects of their business to realize success and happiness in meeting the needs of their customers, employees and communities they serve.

2016
Founded Invested Advisors

Business featured on cover of SD Metro Magazine

Founder invited as guest lecturer at Roskilde University in Demark

2017
Launched Invested Traveler
2018
Became a federal government prime contractor

Executive profile in national publication Employment and Entrepreneur

Chaired March of Dimes Signature Chefs Gala, attracting 300 guests and exceeded fundraising goals in all categories.

2019
Established Second Story Advisors
2020
Accelerated client portfolio growth during COVID environment

Founder named as one of San Diego’s Most Influential People

Launched Workplace Wellness Travel Perks platform

One of San Diego’s Most Influential People

Our Founder


CRYSTAL SARGENT

Crystal Sargent is a high performing executive with global expertise building brands and businesses and leading corporate marketing and sales teams that enhance shareholder value through the intersection of brand, culture, strategy, engagement and technology. The team at Invested Advisors works closely with founders and leaders to help bring focus to their business and amplify results with award-winning marketing communications.

Sargent launched Invested Advisors to fill a critical void in the marketplace that helps business leaders put solutions in place to bolster their market position and systems that accelerate revenue.

Crystal is a sought-after speaker on business, entrepreneurship and strategic marketing. She contributes to her local community by serving on the Board of Directors of the Identity Theft Resource Center and San Diego Employers Association. She has been recognized for her contributions to the business and civic life of San Diego with Women Who Mean Business, Tribute to Women in Business and three times as a Women Who Impact San Diego honoree.

Sargent holds a Master of Science degree in Marketing Communications from Illinois Institute of Technology and a Bachelor of Arts degree in History from the University of Wisconsin, Madison. Prior to founding Invested Advisors in 2016, Sargent spent a 23 year career in top-level executive positions for commercial and private banks, advancing the goals of wealthy families, business owners, corporate executives, underserved communities and non-profit organizations.

Corporate Responsibility Beyond Donations.

Giving Back Moves Us Forward


The team at Invested Advisors is deeply involved with local organizations and exercises its leadership capacity for several non-profit organizations including:
The San Diego March of Dimes
San Diego Employers Association
The Los Angeles chapter of Meeting Planners International
The National Board of Identity Theft Resource Center

How can we help your cause

We all love to be recognized for a job well done. Our team has been recognized for everything from business leadership to creative excellence. and giving of time and talent to amplify the missions of non-profit organizations.

A Few Awards of Recognition


ADDY AWARD

GOLDEN EAGLE

EMMY AWARD

TRIBUTE TO WOMEN IN BUSINESS

WOMEN WHO IMPACT SAN DIEGO

WOMEN WHO MEAN BUSINESS


Throw your hat in the ring for a few awards of your own. We can help.