RETURNS MATTER, BUT BEHAVIOUR MATTERS MORE
Innova believe in constructing portfolios that work with
investor behaviour, rather than against it.
OUR CORE BELIEFS
RISK DEFINED MANAGED PORTFOLIOS
TRADITIONAL MANAGED PORTFOLIOS
MEET THE TEAM
“Innova have been part of our business since the early 2000’s and we have been through every type of market cycle with them, including the GFC. Through the tough times, they have always stayed true to their core beliefs and helped manage risk in our clients portfolios.”
Dobbrick Financial Services
FROM OUR NEWS & INSIGHTS
In this article, Dan Miles discusses best interest duty and how lower fees are often being used by financial planners as a proxy for meeting this duty.read more
In this article we discuss familiarity bias, a type of mental shortcut that substitutes the correct answer with what’s familiar rather than what’s right. This can often lead to excessive risk and poor decision making and many portfolios betray the effect of familiarity bias in their construction.read more
Not all investment managers and consultants are the same. In this final installment of a two-part series, Innova’s Dan Miles considers the benefits – and risks – they bring to managed accounts.read more
If you would like to understand more about the benefits of partnering with Innova, please get in touch with us.