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Innovative Portfolios LLC
SEC-regulated
Registered investment advisor
Innovative Portfolios LLC is a registered investment adviser based in Indianapolis, IN, providing services since 2015. The firm offers ETF Fund Advisory Services, Model Portfolio Management Services, Model Marketplace Services, and Private Fund Investment Management Services. They act as a subadvisor to Sheaff Brock Investment Advisors, LLC. Innovative Portfolios LLC is owned by Sheaff Brock Capital Management, LLC. The firm's investment strategies include long-term purchases, short-term purchases, and option writing. They conduct charting analysis, technical analysis, fundamental analysis, quantitative analysis, and cyclical analysis. The firm reviews client accounts periodically and does not have any reportable disciplinary information. They do not use client brokerage commissions for research services and do not have custody of client funds. Innovative Portfolios LLC has discretionary authority over client accounts and votes proxies for the funds they manage. The firm has a privacy policy to protect clients' personal information and does not disclose non-public personal information to non-affiliated third parties. For more information, clients can contact the firm's main office.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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