INVST Named a Proud Partner of Indiana University Athletics

A multi-year paid partnership rooted in shared standards and a shared home state

INDIANAPOLIS--(BUSINESS WIRE)--INVST, LLC (“INVST”), a fiduciary wealth management firm and SEC-registered investment adviser, today announced its execution of a multi-year paid sponsorship agreement to act as a Proud Sponsorship Partner of Indiana University Athletics. Established through IU Sports Properties, the “partnership” runs from July 1, 2026, through June 30, 2029.

The partnership brings together two Indiana institutions that share more than a home state; they share a standard. INVST was founded on a single guiding principal: that expertise means nothing without integrity, and integrity means nothing if it doesn’t put the client first. Indiana University has spent more than two centuries preparing people for what comes next. Together, the two organizations aim to bring that same commitment to excellence to the families, fans, and communities across Indiana.

Through the partnership, INVST will have a brand presence across Indiana University football and men’s basketball at Memorial Stadium and Assembly Hall, opportunities to host clients and guests at game-day experiences, and the ability to support Indiana student-athletes through a name, image, and likeness (NIL) activation fund administered in compliance with NCAA and applicable rules.

“At INVST, we start with the client and then design a strategy to help set people up to win,” said Scott Jarred, Founder and CEO of INVST. “Indiana University shares that standard. This partnership lets us bring intentional, personal financial guidance to the families and communities we’re proud to call our neighbors.”

Eric Eicher, Chief Marketing and People Officer at INVST, said the fit was rooted in shared values rather than logos on a wall. “Indiana University and INVST are both built on hard work and doing right by people. Coming together around Hoosier athletics was a natural fit, and we can’t wait to show up for this community.”

What the Partnership Represents

• Shared standards — a client-first, people-first belief that shows up in the work, not just the words.
• Community first — a commitment to the families, fans, and neighbors who make Indiana what it is.
• Student-athlete support — a compliant NIL activation fund created to support Indiana student-athletes over the term of the partnership.

“We are proud to partner with INVST, an organization that shares our deep-rooted commitment to integrity, excellence, and the holistic success of our student-athletes. This collaboration provides vital support for our programs and student-athletes alike, and we look forward to a strong partnership that continues to elevate Indiana University Athletics," said Scott Dolson, Vice President and Director of Intercollegiate Athletics.

About INVST

INVST, LLC is an SEC-registered investment adviser and fiduciary wealth management firm headquartered in Indianapolis, Indiana. Founded in 2016 by Scott Jarred and Lloyd Easters, INVST serves clients through its affiliates including INVST WAS, INVST4Business, INVST Sports, INVST Rx, INVST Protect, INVST Special Needs, and INVST Workplace Solutions, all guided by INVST’s three pillars: Educate, Guide, Counsel.

About IU Sports Properties

IU Sports Properties, LLC serves as the multimedia rights holder for Indiana University Athletics, managing corporate partnerships and sponsorship inventory for Indiana University’s athletics programs.

IMPORTANT REGULATORY & PARTNERSHIP DISCLOSURES

INVST, LLC (“INVST”) is an SEC-registered investment adviser and fiduciary wealth management firm headquartered in Indianapolis, Indiana. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. "Affiliates" mentioned are related to INVST through common ownership and do not provide direct investment advice as none are registered investment advisers as of this announcement’s initial publication; therefore all financial advice and management is strictly provided through INVST.

This announcement describes a paid marketing and sponsorship relationship between INVST and IU Sports Properties, LLC, the multimedia rights holder for Indiana University Athletics, which involves a material marketing fee paid from INVST to IU Sports Properties for the term of the agreement. This arrangement creates a conflict of interest as IU Sports Properties has a financial incentive to maintain this relationship. No statement by Indiana University, IU Athletics, IU Sports Properties, or their representatives or student-athletes should be read as an assessment or recommendation of INVST's advisory services Indiana University and its affiliates are not currently clients of INVST as of this announcement’s initial publication.

This announcement is for informational purposes only. It does not constitute personalized investment advice, nor is it an offer to sell, a solicitation to buy, or a recommendation for any security or advisory service offered by INVST.

RISK DISCLOSURE: Investing involves risk, including the potential loss of principal. Past performance is not necessarily indicative of future results.

Important disclosures including services, fees, and advisor representative information can be found here: INVST DISCLOSURES (invst.com/firm-disclosure).