Innovative Portfolios Employee Directory
Financial ServicesIndiana, United States11-50 Employees
Innovative Portfolios operates in the financial services sector, providing advisors with tools to offer clients options-based investment strategies. This approach aims to complement portfolios by leveraging experienced money management resources, supporting advisors in delivering alternative strategies within client plans. The company targets financial professionals and their clients, addressing the need for versatile investment options and guidance backed by an experienced team. Based in Indianapolis, Indiana, Innovative Portfolios positions itself as a strategic resource that enhances advisor capabilities through collaborative model-based planning.