Innovative Financial Solutions, Inc.

Overview

Innovative Financial Solutions, Inc. is an independent, privately owned registered investment adviser operating as a corporation that focuses on serving individual and family clients. The firm acts as a capital allocator and engages in selecting outside managers on behalf of clients, alongside delivering directly managed portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives