Innovative Portfolios

Overview

Innovative Portfolios is an institutional money management firm based in Indianapolis, Indiana, offering actively managed portfolio strategies to financial professionals and institutional clients. The firm provides investment vehicles such as separately managed accounts (SMAs), exchange-traded funds (ETFs), private funds, and UCITS funds, focusing on income and growth through diversified portfolios. The firm's investment strategies include preferred income and REIT portfolios, as well as ETFs that invest in U.S. Dividend Achievers stocks and preferred securities, complemented by an index-based option overlay for potential additional income. Innovative Portfolios also offers private funds tailored to meet the specific needs of institutional investors. As of March 31, 2025, Innovative Portfolios and its affiliates managed approximately $1.7 billion in assets. The firm's investment philosophy emphasizes value-oriented approaches, active portfolio management, and downside risk analysis to enhance returns while mitigating potential losses. This approach aims to provide clients with customized investment solutions that align with their financial objectives and risk tolerance.

Investment Focus

• Accredited investor status required for private funds
• Compliance with applicable regulatory requirements

Portfolio Companies