INOVE ASSET MANAGEMENT, L.L.C.

Overview

Inove Asset Management, L.L.C. is an independent, individually owned registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm’s advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting-type work, and educational workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Investment activity is equity-centric: the firm’s ADV filing indicates a clear preference for exchange-traded equities as the primary vehicle for client portfolios. In addition to direct equity positions and ETFs, Inove uses third-party managers for real estate allocations and employs mutual funds where appropriate. The firm does not identify as an active ESG investor and appears to operate as a single-state adviser rather than a multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices