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 discusses the often large discrepancies between time weighted returns and money weighted returns and how this can lead to misleading reported performance results for investors.read more
In this article Dan discusses the issue of product suitability and the potential end of the safe harbour provisions as an outcome of the Hayne Royal Commission.read more
In this article Dan Miles discusses the value of strategic advice and how Advisers can have trouble articulating this value when there are significant intangibles involved.read more
If you would like to understand more about the benefits of partnering with Innova, please get in touch with us.