A complete list of active advisors currently associated with Innovative Financial Solutions, Inc.
Warmer can help you find a great advisor at Innovative Financial Solutions, Inc. or one who fits your needs even better.
Innovative Financial Solutions, Inc. is an independent, single‑advisor registered investment adviser that manages approximately $89,184,000 in discretionary client assets across about 90 client relationships. The firm offers comprehensive financial planning and portfolio management for individuals, implements recommendations through recommended third‑party investment managers, and supports implementation of insurance and annuity products where appropriate. The firm’s investment process draws on fundamental analysis and a blend of approaches—active management, passive indexing, core‑and‑satellite construction and modern portfolio theory—using vehicles such as mutual funds, ETFs, individual equities, fixed income, MLPs and direct participation programs. Portfolios are managed primarily on a discretionary basis but the firm also places clients with institutional third‑party managers after conducting due diligence and documents client objectives and restrictions in written investment guidelines. Compared with many independent solo advisers, the firm routinely provides complimentary educational workshops on planning and investing and offers retirement plan consulting as a limited‑scope fiduciary under §3(21) of ERISA, advising three employer‑sponsored plans with approximately $4.6 million in plan assets. The firm’s combination of a solo adviser model managing near $90 million in AUM, the active provision of employer plan services, and the principal’s insurance licensing for annuities and life/health products is a service mix that is less common among peers.
To learn more about the advisors currently working at Innovative Financial Solutions, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chandler, AZ
| 16
|
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