Investment Management
At Innovative Financial Solutions, we utilize a disciplined process to create an investment plan that aligns with your needs. This begins with understanding your investment objectives, time horizon, and risk tolerance - all of which will drive your asset allocation and help us determine the right balance for you. We offer customized strategies and unbiased guidance with the goal of helping you navigate the complexities of the markets and address your financial concerns.
Through this rigorous investment management approach and a consultative process, we work not only create a personalized portfolio for you, but also implement and monitor your strategies on an ongoing basis. We have access to a wide range of investment vehicles, including:
- Stocks
- Bonds
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Brokered Certificates of Deposit
- Annuities
- Alternative Investments
We take pride in our high level service that extends beyond developing a portfolio. Investing is not a one-time event, but an ongoing strategy that requires refining and adjustments. After implementing your portfolio and other financial strategies, we regularly meet with you to review your personal situation and any important developments related to your portfolio. When needed, we make adjustments to your portfolio to ensure it reflects your current objectives. Our goal is to be accessible to you when needed, and we make our team available by phone, email, and face-to-face meetings.