INNOVATIVE ADVISORY GROUP

Overview

Innovative Advisory Group operates as an independent registered investment adviser that leans toward equity-centered portfolio construction while acting as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management across individual, small-business and institutional relationships and also performs pension consulting and selection-of-other-advisers work. Its fee mix includes percentage-of-AUM arrangements supplemented by hourly and fixed-fee engagements. Equities represent the primary exposure in client portfolios, but the firm supplements public-market allocations with third‑party alternatives and insurance products. Innovative Advisory Group is not positioned as an ESG-focused manager, and it works with outside managers when implementing more specialized or less liquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices