PARTNER WITH US

At Innova we have all of the pieces of the puzzle to deliver an end to end solution to your practice or dealer group. How the pieces fit together very much depends on your practice and the end investor. At Innova we believe the solution should start with the investor first and should focus delivering an outcome that best fits their objectives. The investment solution is the final piece of the puzzle, it is how you will get to your destination, but is not the map to getting there.

EXPERIENCED INVESTMENT TEAM

Innova have a diverse and well-sourced investment team with two full time portfolio managers and two fulltime quantitative analysts.

THE MILLIMAN GROUP

Additional quantitative support is provided through Innova’s unique partnership with the Milliman Group.

BOUTIQUE TEAM WITH INSTITUTIONAL CAPABILITIES

Innova’s team consists of dedicated front, middle and back office staff. This means our full-time staff are well trained and equipped to service advisers and execute on client portfolios effectively and efficiently.

PRIVATE LABEL EXPERIENCE AND CAPABILITY

Innova have proven experience in building bespoke private label investment solutions for Advisory groups and licensees.

MANAGER REBATES

Innova negotiate lower fees on managed funds and ETF’s through our collective buying power, with 100% of the cost saving paid back to client accounts on a quarterly basis.

GOALS BASED ADVICE FRAMEWORK

Innova offer an end-to-end advice solution under a goals-based framework that can be customised to the needs of your practice or licensee.

FLEXIBILITY

We operate on various platforms and offer a full suite of portfolios, under both a traditional and risk defined framework.

SCALABILITY

An outsourced professionally managed set of portfolios allows advisers to focus on advice and extend their service offer to more clients.

MULTI-FACETED APPROACH TO A RISK

Innova’s proprietary risk modeling ensures that portfolio construction is robust, and the main drivers of risk are managed effectively.

STRING RISK ADJUSTED PERFORMANCE

Innova seek to maximise returns, whilst adhering to strict risk constraints. This has resulted in a strong risk-adjusted performance track record.

SYSTEMATIC PROCESS

Innova run a quantitative risk allocation process that is not influence by market noise or media type.

CUSTOMISABLE ADVISER/CLIENT COMMUNICATIONS

Innova has a broad selection of communication pieces with a strong focus on investor behaviour.

Innova have been managing client portfolios since 2010 and have a proven track record at delivering robust portfolio solutions. We have sought out philosophically aligned advice practices and licensees to deliver these solutions across a diverse range of clients. Some of these partnerships include:

Innova’s investment expertise together with their disciplined risk management process gives me peace of mind that client’s portfolios are taken care of, allowing me to concentrate on clients financial planning needs. Chris Fallico

Acadia Wealth

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 client’s portfolios. Ryan Dobbrick

Dobbrick Financial Services

Euroz chose to partner with Innova after an extensive due diligence process, because of their significant managed account experience, deep risk management capability, and positive track record. Chris Webster

Euroz Securities Limited

If you would like to understand more about the benefits of partnering with Innova, please get in contact with us via phone on (02) 8203 9130 or email us at admin@innovaam.com.au.