INNOVATIVE FINANCIAL SOLUTIONS, INC.

Overview

Innovative Financial Solutions, Inc. is an independent registered investment adviser that focuses on individual and family clients. The firm favors equity-heavy portfolios and operates as a capital allocator, combining discretionary portfolio management with financial planning and educational work for clients. Its advisory services include direct portfolio management for individuals and small businesses, selection of outside advisers when appropriate, and pension consulting work and workshops — indicating a mix of hands-on management and consultative, fee-based planning. The firm’s approach appears to lean toward exchange-traded instruments as the core of client portfolios, supplemented by third‑party managers and select alternative strategies. It does not identify as an active ESG investor and serves a concentrated client base rather than a broad multi‑state advisory footprint.

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Public Holdings

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Location & Offices