How does the advisor help clients – Key Takeaways:
INNOVATUS CAPITAL PARTNERS, LLC is a distinguished financial advisory firm that assists clients in achieving their financial goals through comprehensive and personalized strategies. With a team of experienced professionals, they offer a range of financial services and tailor their approach to the unique needs of each client. Below are some key takeaways on how INNOVATUS CAPITAL PARTNERS, LLC helps its clients.
- Provides personalized financial planning and investment management services.
- Offers a team-based approach, combining expertise in areas like retirement planning, tax planning, and estate planning.
- Employs a disciplined investment philosophy and uses a variety of strategies, such as asset allocation and diversification, to help clients reach their financial goals.
- Utilizes cutting-edge technology and tools to provide clients with a comprehensive view of their finances.
Facts and Insights
INNOVATUS CAPITAL PARTNERS, LLC has been in operation since 2009 and has over 50 advisors managing assets in excess of $2 billion. The firm primarily serves high-net-worth individuals, families, and institutional clients. It operates out of its headquarters in New York City and has additional offices in Chicago, Houston, and Atlanta.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | Since 2009 |
Financial Services Offered
INNOVATUS CAPITAL PARTNERS, LLC provides a comprehensive range of financial services to help clients achieve their goals. These include investment management, financial planning, tax planning, estate planning, retirement planning, risk management, and more. The firm also offers access to alternative investments such as private equity and hedge funds for qualified clients.
Client Types
INNOVATUS CAPITAL PARTNERS, LLC primarily works with high-net-worth individuals and families. However, the firm also serves institutional clients, including small businesses, corporations, endowments, and foundations.
Fees & Compensation
Fees for services provided by INNOVATUS CAPITAL PARTNERS, LLC are based on a percentage of assets under management, with rates varying depending on the size of the client’s portfolio. This fee structure aligns the firm’s interests with its clients’ interests, as the firm only earns more when clients’ investments perform well.
Background
INNOVATUS CAPITAL PARTNERS, LLC was founded in 2009 by a team of experienced financial professionals with a shared vision of helping clients achieve financial success. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and adheres to strict fiduciary standards, placing clients’ interests ahead of its own.
Financial Advisor Disclosures to Know
As a registered investment advisor, INNOVATUS CAPITAL PARTNERS, LLC has a fiduciary duty to act in the best interests of its clients. This means avoiding any conflicts of interest and disclosing any potential conflicts or fees associated with its services. The firm’s advisors are also required to adhere to strict ethical and professional standards, ensuring clients receive transparent and trustworthy advice.