Innovative Investment Fiduciaries, LLC

Overview

Innovative Investment Fiduciaries, LLC is an institutional registered investment adviser organized as an LLC that positions itself as a capital allocator and adviser-selection specialist. Its reported advisory activities include pension consulting services and the selection of other advisers, and it charges clients either a percentage of assets under management or fixed fees. The firm identifies as an active ESG investor and lists an affiliation with an insurance company. The firm’s filings show it engages in manager selection rather than running a large in-house manager platform. That orientation, together with the capital allocator designation, indicates a focus on directing client capital to outside managers and pooled vehicles rather than primary direct-stock portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices