Wealth Management Solutions
Integrative Wealth Management Solutions
Within the concept of “wealth management advisory services” we believe that our “Integrative Wealth Management Solutions” approach is a leading-edge innovation within the wealth management industry. INOVE defines “Integrative Wealth Management Solutions” as the ability to connect where you want to go financially with who you are as a person. Our process of holistic life analysis and goals-centered planning, combined with the unique ability to integrate your asset management goals with your value system, provides INOVE with the opportunity produce sustainable investment returns while managing portfolio risk and reducing investor stress.
Wealth Management Solutions
IAM provides comprehensive wealth management, institutional asset management, comprehensive financial planning, financial education and consulting services to individuals; trusts; family offices; estates; charitable organizations; foundations; small business pension, retirement and profit-sharing plans.
Integrative Financial Planning and Investment Consulting Services
INOVE Asset Management offers integrative financial planning and investment consulting services designed to achieve stated financial goals and objectives. Financial plans may be comprehensive or may focus only on specific areas of client concern or a particular investment account. In general, individual client financial planning or investment consulting may include the following:
- cash flow analysis
- investment policy statement creation
- asset and liability analysis
- long and short-term goal setting
- life and disability insurance needs analysis
- variable and fixed annuity exchange analyses
- long term care needs-based analysis
- income tax analysis and strategic tax planning
- estate plan analysis
- education funding analysis
- risk tolerance assessment
- special needs planning
- planned giving analysis
- small business pension plan analysis and design
- retirement plan assessment and analysis (with Monte Carlo analysis)
- investment portfolio holdings-based analysis and asset allocation review