PARTNER WITH US
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
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
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.
We operate on various platforms and offer a full suite of portfolios, under both a traditional and risk defined framework.
MULTI-FACETED APPROACH TO A RISK
STRING RISK ADJUSTED PERFORMANCE
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: