INVST Acquires McMillan: Two Teams. One Standard. One Mission.
By Lawrence G. McMillan
We’re excited to announce that INVST has acquired McMillan, bringing together two firms built on a shared belief in disciplined investing, deep expertise, and putting clients first.
Founded by Larry McMillan, McMillan has spent decades at the forefront of options strategy, investment research, and risk management. Larry’s Options as a Strategic Investment has sold more than 300,000 copies, and the McMillan team has built its reputation around a repeatable, rules-based approach to managing risk and opportunity.
Now, that expertise becomes an integrated part of the INVST investment team.
For INVST clients, this means greater access to sophisticated options and risk-management strategies, additional resources for addressing concentrated positions, income needs, portfolio risk, liquidity, and other complex financial situations—all while maintaining the same advisor relationship, financial plan, and INVST4Life™ process.
Two teams. One fiduciary standard. One mission: helping clients make better financial decisions with discipline, expertise, and purpose.
Learn More About INVST + McMillan
Read the full story behind the acquisition, why we believe these two firms are such a natural fit, and what the combination means for our clients.
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