Innovis Asset Management LLC

**Innovis Asset Management LLC Summary:** **Background and Expertise:** Innovis Asset Management LLC, founded in 2022, is a Delaware limited liability company based in Illinois. The firm offers tailored investment advice and portfolio management services to high net-worth individuals and institutions. The owner, Chad Whiteley, leads the firm. **Consumer-Facing Terms:** - **Minimum Initial Investment:** Negotiable, typically a minimum of $1,000,000. - **Fee Structure:** Annual fee rate ranges from 0.75% to 1.00% based on assets under management. Fees are charged quarterly in arrears. - **Fiduciary Status:** Acts in the best interests of clients, with a focus on continuous and ongoing investment advice. - **Investment Discretion:** The firm manages clients' investment accounts on a discretionary basis, with a limited power of attorney to effect securities transactions. - **Investment Strategy:** Customized asset allocation across active strategies, including large capitalization growth, dividend strategy, fixed income portfolio, balanced portfolios, and ETF strategy. **Advisory Business Description:** The firm offers investment advisory services tailored to meet individual client needs, with a focus on continuous monitoring and adjustment of