Asset Management

Comprehensive asset management solutions spanning public and private markets, tailored to meet the unique needs of high-net-worth families

Our Philosophy

Navigating the complexities of investment decisions can be overwhelming without a clear understanding of your financial plan, objectives, and risk tolerance. Many investors struggle to find investment solutions that truly align with their unique circumstances and goals. Our investment philosophy is centered on crafting personalized investment portfolios that align closely with your individual contexts. We leverage a goals-based financial planning framework to help families achieve their essential, lifestyle and aspirational goals.  We organize your resources to fuel your goals, ultimately implemented in a portfolio of diverse investments that include stocks, bonds and private investments.

Our Asset Management Process

At Innovia Wealth, each portfolio is unique to the family we serve.  That is the only way to construct a portfolio that aligns with our client’s financial planning framework, based on their unique goals. We then customize these portfolios to suit specific account types, for example, taxable or non-taxable accounts.

Public Equities

We offer two primary strategies for accessing public equities. Our index-following fund models provide diversified exposure across size and style, catering to both value and growth segments. They are diversified and both tax and cost efficient.  Additionally, our direct indexing platform allows for strategic selection of individual stocks within popular indices, enhancing tax efficiency and customization.

Fixed Income

For clients in high tax brackets seeking tax-free interest income, we offer separately managed accounts investing in various bonds, including US government bonds, municipal bonds, and taxable corporate bonds. Our fixed income strategies focus on generating steady income while preserving capital and managing interest rate risk.

Private Markets

In addition to conventional asset allocation strategies, our team offers a distinctive advantage by providing specialized expertise and access to investment opportunities through managers of private equity, private real assets, and private credit portfolios. We prioritize these avenues for individual investors, recognizing their potential for superior long-term returns and robust diversification benefits across economic cycles.  We recognize the features of these investments that many institutional investors (endowments, foundations and family offices) have benefitted from for decades. With a proven track record, we meticulously curate a selection of managers, focusing on niche strategies, growth prospects, and sector diversification to help ensure that our clients gain appropriate exposure to unique opportunities within the private markets, enhancing their overall investment portfolio.

Why Innovia for Asset Management?

Our internal investment leadership team, complemented by an outsourced Chief Investment Office (OCIO), provides rigorous analysis and unbiased decision-making. With weekly meetings and specialized sub-teams focusing on public and private markets, we continuously monitor investment opportunities and market trends to optimize portfolio performance.

  • Rigorous Analysis by In-house Investment Committee
  • Unbiased Decision-making with Outsourced Chief Investment Office (OCIO)
  • Independent, Fiduciary Advice within Goals-Based Financial Planning Framework
  • Direct Sourcing of Private Market Funds
  • Access to a broad universe of top-performing managers
  • Extensive Experience & Expertise in Private Markets
  • Endowment-Style Approach for Optimal Diversification and Risk Management
  • Customized Portfolio Construction to Align with Individual Objectives
  • Lower Investment Minimums for Accessibility

Gain access to unique opportunities and explore how Innovia Wealth can help optimize your asset management strategy today.

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