INNOVATIVE INVESTMENTS
INNOVATIVE INVESTMENTS is an independent company based in UNITED KINGDOM, specializing in wealth management and investment advice for an international clientele. Since its inception, INNOVATIVE INVESTMENTS has grown organically and cohesively, focused on providing high quality service globally. Our team is made up of professionals from different cultures and backgrounds who combine their experience in private banking, investment banking and the financial markets to provide our clients with the solutions best suited to their investment strategy.
We help you identify your goals and assess where you stand in relation to those goals. A comprehensive analysis of
your financial portfolio allows us to assess your options and recommend strategies to help you achieve your goals.
We have developed professional relationships with leading specialists around the world, who today constitute our network of strategic partners. Through this partnership, our clients can access the best financial, legal and fiduciary resources.
MANAGEMENT & INVESTMENT
Your investment strategy is key to achieving your financial goals. Staying on your line during market swings can be difficult if your portfolio isn't aligned with your psychological risk tolerance. We help you overcome this “behavioral gap” by integrating your risk tolerance into your goals in the short, medium and long term. Our portfolios are well-diversified with low-cost, no-fee investments. Our favorite investment choices for our portfolios, there are low-cost mutual funds, exchange-traded funds, and individual bonds, as applicable.
PROPERTY MANAGEMENT
We help you plan to meet your personal and family needs by reviewing your assets and existing agreements. We help you understand the roles of your trustees and executors and beneficiaries. We make sure your plan matches your personal wishes today as well as your wishes for your legacy. We help you create an effective wealth transfer by identifying the impact of current asset ownership and ensuring your assets are titled as detailed in legal documents. We advise you on charitable and giving strategies, helping you achieve your inheritance wishes.