Innovative Portfolios

Innovative Portfolios is a highly experienced institutional money management firm offering actively managed portfolio strategies to financial professionals, RIAs, consultants, and institutional investors. Founded on the belief that investors deserve thoughtful, personalized guidance to navigate the complexities of the financial market, we strive to deliver outperformance in income and/or growth for our clients.

Our Approach

We take a collaborative approach to money management, working closely with clients to understand their unique financial goals and risk tolerance. Our experienced team of professionals analyzes market trends and utilizes fundamental and technical analysis to generate alpha. We utilize a diverse array of investment strategies including:

Actively Managed ETFs: Professionally-managed exchange-traded funds seeking income and/or growth.

Separately Managed Accounts: Focused on income- and/or growth strategies for investors of all styles.

Our Philosophy

Led by industry veterans Ron Brock and Dave Gilreath, CFP, we believe in:

• Client-Centricity: We prioritize understanding your financial goals and risk tolerance to create a personalized portfolio.
• Transparency: We provide clear and concise communication about your portfolio and its performance.
• Transparency: We believe in disclosing all fees and expenses associated with our services.
• Sustainability: We actively manage risk and prioritize sustainable investing practices.

Our Expertise

Our team of experienced professionals has extensive knowledge across various investment disciplines, including:

• Portfolio Management
• Equity Research
• Fixed Income Research
• Derivatives Analysis
• Risk Management

Our Commitment

We are committed to providing exceptional service, open communication, and tailored investment solutions to our clients. We believe in building lasting relationships and fostering trust through transparency and accountability.