Innova Asset Management

www.innovaam.com.au

Innova is a boutique, risk-focused asset consultant & portfolio manager that has been managing client portfolios since 2010. Innova was founded on the principles of providing robust and research-intensive insights to help investors meet their financial goals. The firm focuses on managing the multi-faceted nature of investment risk for clients, whereby Innova has built a proprietary risk management framework in conjunction with Milliman Group, one of the world’s largest actuarial and financial risk management firms. We partner with financial advisers and practices to assist with their investment objectives on behalf of clients, whether that be through our range of multi-asset SMAs (managed accounts) that are available via a range of leading wealth platforms, or through a more customised, bespoke portfolio solution on behalf of the practice. We run two suites of portfolios - our 'traditional' portfolios are aligned to SAA and are offered from conservative through to high growth. Additionally, we also have our 'risk-defined' portfolios which are anchored to strict risk benchmarks, rather than a SAA framework. We look forward to hearing from you and learning more about how we can assist your practice. Innova Asset Management Pty Ltd is an Authorised Representative (AR 402207) of Innova Investment Management Pty Ltd (AFSL 509578).

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Innova is a boutique, risk-focused asset consultant & portfolio manager that has been managing client portfolios since 2010. Innova was founded on the principles of providing robust and research-intensive insights to help investors meet their financial goals. The firm focuses on managing the multi-faceted nature of investment risk for clients, whereby Innova has built a proprietary risk management framework in conjunction with Milliman Group, one of the world’s largest actuarial and financial risk management firms. We partner with financial advisers and practices to assist with their investment objectives on behalf of clients, whether that be through our range of multi-asset SMAs (managed accounts) that are available via a range of leading wealth platforms, or through a more customised, bespoke portfolio solution on behalf of the practice. We run two suites of portfolios - our 'traditional' portfolios are aligned to SAA and are offered from conservative through to high growth. Additionally, we also have our 'risk-defined' portfolios which are anchored to strict risk benchmarks, rather than a SAA framework. We look forward to hearing from you and learning more about how we can assist your practice. Innova Asset Management Pty Ltd is an Authorised Representative (AR 402207) of Innova Investment Management Pty Ltd (AFSL 509578).

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City (Headquarters)

Sydney

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Employees

1-10

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Founded

2010

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Potential Decision Makers

  • Managing Director and Co - Chief Investment Officer

    Email ****** @****.com
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  • Head of Distribution

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  • Office Manager and Marketing Manager

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