Innovative provides investors with carefully curated exposure to top-tier investment opportunities across various private asset classes. This approach offers a streamlined and efficient way to tap into into the full breadth of Innovative’s investment ecosystem while avoiding multiple individual investment subscriptions.

Access & Opportunity

Diversify beyond traditional stocks and bonds into asset classes previously reserved for institutions

Clients benefit from a network of institutional funds, direct investments, and specialized strategies. Portfolio design prioritizes adaptability, with holdings modified in response to evolving market dynamics rather than being locked into static fund requirements.

Deep Due Diligence

  • Objective assessment framework

  • Comprehensive vetting process

  • Robust manager oversight

  • Extensive experience across asset classes

Current Fund Investments

Innovative Income Fund

Operational Simplicity

Avoid the complexity of many individual fund investments, capital calls, and distributions

History of Success

  • Access to instutional-caliber managers

  • Long-standing proficiency in fund allocation

  • Seasoned through multiple market cycles

Innovative Balanced Fund

Portfolio Construction

Access a multitude of strategies through a single investment, yielding instant diversification

Administrative Ease

  • Client portal and detailed reporting in one single place

  • Instant diversification

  • Simplified and streamlined tax reporting handled by Innovative

Innovative Growth Fund