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Innovative Advisory Group

Status
ACTIVE
Global HQ
New York, United States
Countries of investment
  • USA
Investment stages
  • Wealth Management
Industries
  • Waste Management
  • Financial Services
About
Innovative Advisory Group (IAG) is a dynamic wealth management firm dedicated to delivering tailored financial solutions that integrate both traditional and alternative investments. Our team of experienced professionals leverages extensive market insights to navigate the complexities of the evolving economic landscape, ensuring that our clients are well-positioned to achieve their financial goals. At IAG, we prioritize a client-centric approach, fostering long-term relationships built on trust and transparency while continuously adapting our strategies to meet the unique needs of each individual investor. Through a commitment to innovation and excellence, IAG empowers clients to make informed decisions and optimize their financial futures.
Min check size
$50K
Max check size
$1M
Fund size
NPS

Investment Thesis

Innovative Advisory Group provides innovative wealth management services to highnetworth individuals and businesses.
Lead investor
Co Invest
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Manager's Experience

With over two decades of experience in the investment sector, the fund manager has successfully navigated diverse markets, executing more than 100 deals across various industries, including technology, healthcare, and consumer goods. Demonstrating a strong focus on early to growth-stage investments, their strategy is characterized by a data-driven approach that emphasizes rigorous analysis and due diligence. The manager has also achieved notable exits in high-growth sectors within North America and Europe, showcasing a consistent ability to identify and capitalize on emerging trends. Their operator-first strategy enhances portfolio performance, fostering innovation and long-term value creation.

Innovative Advisory Group Contacts Information

Primary contact

Secondary contact

Team

Rajeev Kotyan

Kirk Chisholm

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