Invest with Clarity. Grow with Confidence.
Institutional investing built for real people in real communities.
A Trusted Partner in Your Financial Journey
InvestorBloc is a trusted partner for real people, familes, and investors who want to build wealth with intention and clarity. We combine smart, disciplined investing with real human guidance — helping our clients navigate complexity, protect what they’ve built, and grow wealth over time. We believe investing works best when it supports the whole picture of your life. Every decision should reflect your goals, your responsibilities, and the future you’re building — not just market performance or short-term results.
What truly sets InvestorBloc apart is our belief that lasting wealth is rooted in real people and real communities. By blending thoughtful strategy with cultural understanding and community awareness, we help create wealth that goes beyond numbers — supporting opportunity, continuity, and meaningful impact across generations.
Our Core Services
Wealth Strategy & Investment Management
Comprehensive financial planning and investment management designed to align capital with long-term goals.
Estate & Legacy Planning
Coordination and guidance to help clients align estate structures, beneficiaries, and legacy goals with their long-term intentions.
Business Advisory & Tax Strategy
Strategic financial advisory for founders, business owners, and professionals navigating complex business-related decisions.
Institutional Advisory
Investment advisory services for institutions and nonprofits seeking disciplined capital stewardship.
Investment Philosophy
Client-First Strategy
Every decision is driven by your objectives, not products.
Research-Driven
We rely on data, fundamentals, and long-term trends — not speculation.
Risk-Aware Growth
We focus on sustainable growth while actively managing downside risk.
Transparency & Trust
Clear communication and aligned incentives at every step.
Client-First Strategy
Every recommendation is driven by your objectives, not products.
Research-Driven
We rely on data, fundamentals, and long-term trends — not speculation.
Risk-Aware Growth
We focus on sustainable growth while actively managing downside risk.
Transparency & Trust
Clear communication and aligned incentives at every step.
Meet Our Leadership
Victoria Chen
Managing Partner
Sarah Mitchell
Head of Financial Planning
James Whitmore
Chief Investment Officer
jeni Nakamura
Director of Client Relations
Kenneth Johnson, CFA®
Managing Partner & Chief Investment Officer, InvestorBloc
Ex – Robinhood & Well Fargo
Kenneth Johnson is the Founder and Chief Investment Officer of InvestorBloc, a modern investment advisory firm that integrates institutional-grade portfolio construction with a commitment to expanding access to long-term capital. With nearly two decades of experience across public and private markets. Mr. Johnson brings deep expertise in multi-asset strategies, fundamental and factor-based research, and thematic investing across market cycles.
Prior to launching InvestorBloc, Mr. Johnson held senior investment roles at Robinhood and Wells Fargo. At Robinhood, he served as a key architect in the development of the firm’s managed account platform, scaling it to over $500M in AUM. At Wells Fargo, he directed global equity strategy for $38 billion in assets serving high-net-worth, endowment, retirement and institutional clients. Mr. Johnson earned an MBA in Finance and Business Analytics from NYU Stern School of Business and holds the Chartered Financial Analyst® designation.
Mr. Johnson’s investment philosophy is rooted in research-driven, macro-aware frameworks that emphasize long-term capital growth, downside protection, and thoughtful risk allocation. Community is a core value that informs both Mr. Johnson’s investment practice and his personal leadership. When not analyzing businesses, he serves as the President of the Premier Foundation of North Carolina, where he oversees initiatives focused on scholarships, financial literacy, and access to capital for underserved communities. He also serves as Financial Oversight Chair of Barre Belle, a nonprofit expanding access to ballet and the performing arts for young boys and girls.
Insights & Perspectives
Our thinking on markets, wealth strategy, and long-term financial trends.
- Market Outlook
- Feb 23, 2026
Tariffs struck down. Now What?
The ruling adds clarity to the law but new variables for investors.
- Market Outlook
- Feb 12, 2026
Resilient retail
Not all retail companies are the same. Some are built to win.
- Market Outlook
- Jan 22, 2026
The messy middle of bitcoin
Why $80K matters and what the next range could look like.
- TAX PLANNING
- Market Outlook
- FINANCIAL PLANNING
Let's Build a
Financial Strategy That Endures.