INNOVATIVE INVESTMENT FIDUCIARIES, LLC

Overview

Innovative Investment Fiduciaries, LLC is a small, owner-operated advisory firm that functions as a capital allocator and adviser focused on selecting outside managers and providing pension consulting services. The firm’s reported advisory activities center on recommending and overseeing third-party advisers rather than running large in-house trading operations. Its business model combines percentage-of-AUM and fixed-fee billing and includes an active ESG overlay, indicating that environmental, social and governance factors are integrated into manager selection and portfolio choices. Service lines emphasize fiduciary support for institutional-type relationships—pension consulting and selection of other advisers—alongside work with retail-style accounts invested in pooled public funds. The firm has an insurance company affiliation noted in its filings, which may affect product access and client service workflows. Given its limited scale, Innovative Investment Fiduciaries appears to rely on external managers and mutual funds to implement investment strategies rather than extensive direct security selection.

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Location & Offices