Asset Allocation Planning
Business Succession Planning
Innovation Financial manages assets for individuals and families, providing investment management, and financial planning services.
Do I invest a lump sum amount, or can I add specific amounts each month?
Currently we do not have a system set up for small monthly contributions, however, we are considering implementing systems in the future to accommodate this.
How often are returns distributed?
Returns are calculated and distributed quarterly. Each investment can be tailored to pay out cash, more shares, or a combination of both (ie. 50% cash/50% shares). An updated investor statement and letter from the President are included with each distribution. Cash payments are made by Electronic Funds Transfer.
Is there a minimum amount required to invest?
Currently there is no minimum amount required to invest.