The Innovest Global Wealth Approach

At Innovest Global Wealth, we believe wealth is more than just money, markets, fixed assets, and stocks; instead, it is about our client’s priorities and life objectives. In a nutshell, the Innovest Global Wealth advisory strategy is based on our clients’ pursuit of what is most important to them today, tomorrow, and for future generations.

Welcome to the Innovest Wealth Way


The Innovest Wealth Way,

 prioritizes three advisory strategies that align your financial life with your actual life.

Liquidity

The Liquidity strategy prioritizes your life expenses, which are typically projected every three years. These include travel, vacations, country taxes, utility bills, hobby costs, and other lifestyle expenses.



This strategy eliminates emotions out of investing because it caters for those things that you need in the short-term

Longevity

The Longevity strategy prioritizes your long-term financial goals, which are typically projected over decades. These include retirement planning, generational wealth transfer, long-term healthcare, and large-scale investments.

This strategy removes the emotional burden from investing by focusing on securing your financial future for the long run.

Legacy

The Legacy approach focuses on needs other than your own to help improve and support the lives of people and causes that are important to you. For instance, to provide for your family and future generations, to support causes that enhance and fortify your community today and tomorrow, to help people experiencing poverty through charity donations and sponsorships, and for any other humanitarian reason.

The Big Picture Approach

At Innovest Global Wealth (IGW), we have a portfolio management team across the globe that has experience in wealth and investment management. We work to understand the bigger picture and how your investments fit in to it. We use our global reach to research and form the IGW in-house view. This includes our market outlook for the next one to five years. Our Portfolio Management team makes sure to advise you on your investments in order for them to reflect our analysts’ most up to date ideas. But, of course, we have the flexibility to showcase you interesting short-term investment opportunities wherever we spot them.

Liquidity

The Liquidity strategy prioritizes your life expenses, which are typically projected every three years. These include travel, vacations, country taxes, utility bills, hobby costs, and other lifestyle expenses.



This strategy eliminates emotions out of investing because it caters for those things that you need in the short-term

Longevity

The Longevity strategy prioritizes your long-term financial goals, which are typically projected over decades. These include retirement planning, generational wealth transfer, long-term healthcare, and large-scale investments.



This strategy removes the emotional burden from investing by focusing on securing your financial future for the long run.

Legacy

The legacy approach focuses on needs other than your own to help improve and support the lives of people and causes that are important to you.


For instance, to provide for your family and future generations, to support causes that enhance and fortify your community today and tomorrow, to help people experiencing poverty through charity donations and sponsorships, and for any other humanitarian reason.

The Big Picture Approach

At Innovest Global Wealth (IGW), we have a portfolio management team across the globe that has experience in wealth and investment management. We work to understand the bigger picture and how your investments fit in to it. We use our global reach to research and form the IGW in-house view. This includes our market outlook for the next one to five years. Our Portfolio Management team makes sure to advise you on your investments in order for them to reflect our analysts’ most up to date ideas. But, of course, we have the flexibility to showcase you interesting short-term investment opportunities wherever we spot them.

Our Clients Come First

At Innovest Global Wealth, the customer is always the top priority throughout every stage of the investment advisory discussion.

Make an Appointment