Did you know that you can set up a self directed IRA that allows you to invest in real estate, precious metals, horses and more? Since the creation of the Individual Retirement Account (IRA) in 1974, only a small percentage of individuals have taken full advantage of the flexibility that it offers. Innovative Advisory Group specializes in advising clients how to use their self directed IRA to invest in their choice of traditional or alternative assets through tax-deferred or tax-free retirement accounts.
Innovative Advisory Group (IAG) is an independent wealth management firm and Registered Investment Advisor (RIA). Their independence allows them to take a holistic approach to wealth management with clients. They provide unbiased and transparent investment advice based on the needs of their clients. They have brought innovation to the wealth management industry with their approach to portfolio management. This approach was created from a growing need by clients to reduce portfolio risk by investing in low-correlation assets. They find that many traditional asset classes have become more highly-correlated in recent decades, so we went searching for a better method of diversification.
Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets.
Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999. Kirk is dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and his ability to provide clear, easy to understand explanations of all financial options.
Innovative Advisory Group