Media and Press Releases

Innovative Advisory Group has been in the news...

The principals of Innovative Advisory Group have been featured in publications such as The Wall Street Journal, Reuters, Bloomberg Business Week, The New York Times, Boston Magazine, Boston Globe, The DiWire, Financial Planning Magazine, CNN Money, Structured Products Daily, as well as a number of well known finance blogs, radio stations and podcasts. On this page you can review all the media, podcasts, videos, and press releases in one place. If you are interested in a press kit, please contact us .

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Company

Innovative Advisory Group has been selected for the 2017 Best of Lexington Award in the Financial Consultant category by the Lexington Award Program. Each year, the Lexington Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Lexington area a great place to live, work and play.

Innovative Advisory Group has been selected for the 2015 Best of Lexington Award in the Financial Consultant category by the Lexington Award Program. Each year, the Lexington Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Lexington area a great place to live, work and play.

Were you affected by this alleged fraud? Are you worried about your own self-directed IRA investments? Innovative Advisory Group has an answer for you. The SEC wrote in their Investor Alert that one of the ways to avoid fraud in self-directed IRAs is to get "a second opinion from a licensed unbiased investment professional." Innovative Advisory Group is an industry leader when it comes to due diligence for alternative investments in self-directed IRAs and 401(k)s...

The launch of Innovative Advisory Group's blog site attempts to answer many common investment related questions. The primary focus will be in a few areas: self directed IRAs, self directed 401ks, alternative investments, inflation, precious metals, retirement income, and other related wall street wisdom.

NUA Advisors announces that it has changed the name of the firm to Innovative Advisory Group. The name change better reflects the goals and culture of the firm, as depicted with the coordinated launch of the company's new website...

Advisors

Rajeev Kotyan Receives The Distinguished Service Award from ADISA - October 2019

Rajeev Kotyan receives the 2019 Distinguished Service Award from ADISA. This award is presented to individuals and companies who have provided exceptional service to ADISA, the alternative investments industry and the overall community.

Kirk Chisholm Receives 2017 Five Star Wealth Manager Award

Boston Magazine - February 2017

Kirk Chisholm named 2017 Five Star Wealth Manager for a sixth time for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of financial industry professionals as well as industry related peers.

Boston Magazine - March 2016

ADISA is a great industry run organization to meet leaders and decision makers who feature different alternative investment asset classes, and to help communicate that many of these assets can be invested in with retirement funds held in an IRA. This symposium is...

Boston Magazine - February 2016

Kirk Chisholm named 2016 Five Star Wealth Manager for a fifth time for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of financial industry professionals as well as industry related peers.

Boston Magazine - February 2016

Rajeev Kotyan named 2016 Five Star Wealth Manager for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of financial industry professionals as well as industry related peers.

Boston Magazine - February 2016

Rajeev Kotyan, Principal of Innovative Advisory Group, will be on a panel discussion at the ADISA Spring Symposium Conference in New Orleans on March 23, 2015. ADISA, or Alternative & Direct Investment Securities Association, is a national trade association of over 1,800 member professionals who offer and manage alternative investments...

Boston Magazine - February 2015

Kirk Chisholm named 2015 Five Star Wealth Manager for a fourth time for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of financial industry professionals as well as industry related peers.

October 2014

Kirk Chisholm has proposed a permanent solution to the excessive risk-taking and moral hazard problem at the "too big to fail" U.S. financial institutions. It has been 6 years since the heart of global financial crisis in the fall of 2008. Despite all the regulatory changes which have been made, the heart of the problem still has not been addressed. The best part of this solution is that it is simple and only takes a small change to solve.

September 2014

Innovative Advisory Group is pleased to announce that Co-Founder and Principal, Rajeev Kotyan, will be on a panel discussion at the annual REISA Conference in Las Vegas on September 14, 2014. REISA, or Real Estate Investment Securities Association, is a national trade association of over 1,800 member professionals who offer and manage alternative investments...

Boston Magazine - February 2013

Kirk Chisholm named 2013 Five Star Wealth Manager for a third time for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of high net worth investors as well as financial industry professionals.

Boston Magazine - February 2012

Kirk Chisholm named 2012 Five Star Wealth Manager for a second time for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of high net worth investors as well as financial industry professionals.

Boston Magazine - February 2010

Kirk Chisholm named 2010 Five Star Wealth Manager for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of high net worth investors as well as financial industry professionals.