Innovative Advisory Group engages in strategic consulting projects which require our specialized skill set and experience. Some of these projects require a specific skill set and are very specific in nature, and others require creativity and thinking outside the box. These projects encompass a wide variety of types of clients: individuals, corporations, foundations, endowments, family offices, funds, and other related areas.
Our firm’s primary areas of focus are:
- Financial markets and associated systems,
- Audits and due diligence of individual investments,
- Expert witness on issues with self-directed retirement accounts, and other related areas
- Due diligence projects, and
- Risk management.
If you are interested in learning more about our strategic consulting services and capabilities, contact us.