Westlake, CA Office

Innovation Partners LLC serves primarily individual retail clients while also working with pension and profit‑sharing plans, corporations, charitable organizations, and municipal entities. The firm offers discretionary portfolio management, access to third‑party investment advisors and managed account programs, plus financial planning and consulting across areas such as estate, retirement, benefits and actuarial analysis.

IPLLC builds individualized strategies and typically provides ongoing monitoring and rebalancing, using a mix of analyses (including fundamental, technical, asset allocation, options and short‑/long‑term trading). Its advisory work is frequently integrated with actuarial, risk management, benefits consulting and plan‑level services, and representatives may assist clients in selecting TPIAs or model portfolios that match stated goals and risk tolerances.

Distinctive for a firm of its size, IPLLC is affiliated with a broker‑dealer and operates as a licensed insurance agency, and its representatives may be registered representatives and insurance agents—arrangements that give rise to commission and referral compensation and potential due‑diligence fees disclosed in the brochure. The firm also offers actuarial, reinsurance and investment banking consulting alongside investment advisory services while managing a relatively modest asset base and limited client roster, a combination that is uncommon among similarly sized peers.