Innis Investments

Overview

Innis Investments is an owner-operated wealth advisor that focuses on portfolio management for individual and small-business clients. Registered as an investment adviser since the mid-1980s, the firm manages client relationships on a percentage-of-AUM fee basis and concentrates on discretionary management. Its client base is primarily individuals and families rather than institutions or pension plans. The firm does not mark itself as an active ESG investor and is structured to serve a focused, limited roster of clients rather than a broad national platform. Investment activity centers on pooled public funds and mutual funds as the primary building blocks of client portfolios, supplemented by third-party alternative allocations and insurance wrappers where appropriate. Custody is consolidated with Apex Clearing Corporation, indicating a single-custodian operating model for its advisory assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices