Kirk Chisholm Email and Phone Number
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Our economy is constantly changing. There are risks and opportunities around every corner. Inflation, Recession, Big Trends, and more. You want a financial advisor who understands these changes and evolves their thinking to meet the growing needs of clients. A financial advisor who stays ahead of current trends, investment strategies & technology. A financial advisor who understands your needs & addresses them in a way that you can easily understand. A financial advisor who will make your life better.I am a wealth manager & principal at Innovative Advisory Group, a wealth management firm. I work with individuals & their families to advise them on financial matters, including financial planning, risk management, portfolio management, estate preservation, cash flow management, and advanced tax planning. I specialize in planning for retirement, risk management strategies, college funding strategies, and alternative investments held in a self-directed IRA or self-directed 401k. Alternative investments such as: real estate, precious metals (gold & silver), tax liens, horses, franchises, private company stock, etc➨ The best ways I can help you✓ Portfolio Management - I have an innovative risk-managed approach to investing. Learn more about how I can help you manage your wealth http://bit.ly/2tPYcig✓ Risk Management - I have experienced multiple bear markets and recessions. I know how to manage risk. Managing risk is one of the most important factors in portfolio management and it is one of the least appreciated. We have a "risk management first" philosophy at IAG https://bit.ly/3dcVpdp✓ Self-Directed IRAs - Why limit yourself to investing in the stock market? I have an extensive understanding of the regulatory and financial considerations involved with investing in alternative investments inside retirement accounts (IRA, 401k). If you want to know more http://bit.ly/2UdXY0g✓ Alternative Investments - Our portfolios are not limited to investing in stocks, bonds & mutual funds. I can help you invest in your passion: real estate, private mortgages, tax liens, private company stock, horses, cryptocurrency, etc✓ Financial Planning - I can help you construct a financial plan for you & your family that meets your changing needs. We specialize in, planning for retirement, college funding strategies & complex executive compensation strategies.Contact me today to learn how I can help you: https://bit.ly/3SydbYh➨Check out my podcast: https://bit.ly/3xYVPLQ➨Check out my blog: https://bit.ly/3SAqIOh➨Sign up for my Private email list: http://eepurl.com/bitc9r
Innovative Advisory Group
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Wealth Manager & PrincipalInnovative Advisory Group Nov 2008 - PresentLexington, Ma, UsInnovative Advisory Group (IAG) is changing the wealth management profession through innovation. This innovation provides a wide variety of investment strategies using both traditional and alternative investments. The firm is built on a strong foundation of a "risk management first" philosophy, which includes extensive risk management and due diligence. IAG provides integrated personalized financial solutions for qualified individuals, families, and businesses. The firm has a top-down value-oriented approach to investing, which integrates our investment experience with our extensive resources. We are still taking on new clients, but we limit whom we work with. This allows us to provide superior professional service and advice to each of our clients.Innovative Advisory Group specializes in: Self-Directed IRAs, Self-Directed 401(k), Alternative Investments, Portfolio Management, Asset Allocation, Risk Management, Options Strategies, Retirement Income, Real Estate Investing, Wealth Management, Financial Planning, Strategic Consulting, Family Office Services, Advanced Tax Planning Strategies, and Endowment Strategies. -
Wealth ManagerStirling Global Advisors Llc Aug 2005 - Nov 2008Worked at Stirling Global Advisors as a Wealth Manager providing financial advice to individuals, entrepreneurs, and their families, as well as organizations.Specialties at the firm: Wealth Management, Self-Directed IRA, Self- Directed 401(k), Alternative Investments, Financial Planning, Investment Strategy, Macro-Economic Risk Management, Portfolio Management, Asset Allocation, Real Estate, Structured Products, Option Risk Management Strategies, Retirement Income Strategies, and Risk Management.My time at Stirling Global Advisors taught me the importance of Fundamental and Technical Research, Value Investing, and Risk Management. It also taught me the value of agility and staying ahead of the curve with current trends, investment strategies, technology, and client service.
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Financial ConsultantSmith Barney Feb 2003 - Aug 2005New York, Ny, UsWorked at Smith Barney (prior to the merger with Morgan Stanley) as a Financial Advisor. Specialties at the firm: Wealth Management, Financial Planning, Investment Strategy, Macro-Economic Research, Portfolio Management, Asset Allocation, Real Estate, Structured Products, Alternative Investing Strategies, and Risk Management.My time at Smith Barney taught me the importance of Fundamental and Technical Research, Value Investing, and Risk Management. It also taught me an innovative approach to financial planning. -
Financial AdvisorUbs Aug 1999 - Feb 2003Zurich, ChWorked at PaineWebber (and UBS via the merger) as a financial advisor. Specialties at the firm: Portfolio Management, Wealth Management, Investment Strategy, Risk Management, Financial Planning, Macro-Economic Research, and Asset Allocation.My time at UBS / PaineWebber taught me the importance of Risk Management, innovative approaches to Asset Allocation and Portfolio Construction,
Kirk Chisholm Skills
Kirk Chisholm Education Details
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Trinity College-HartfordEconomics
Frequently Asked Questions about Kirk Chisholm
What company does Kirk Chisholm work for?
Kirk Chisholm works for Innovative Advisory Group
What is Kirk Chisholm's role at the current company?
Kirk Chisholm's current role is I Help Investors Protect Their Wealth From Inflation, Retire Well & Make Life Better. Message To Learn More | Wealth Manager | Self Directed IRA & 401k | Alternative Investments | Podcast Host | Financial Advisor Mentor.
What is Kirk Chisholm's email address?
Kirk Chisholm's email address is ki****@****ors.com
What is Kirk Chisholm's direct phone number?
Kirk Chisholm's direct phone number is +120787*****
What schools did Kirk Chisholm attend?
Kirk Chisholm attended Trinity College-Hartford.
What are some of Kirk Chisholm's interests?
Kirk Chisholm has interest in Fly Fishing, Skiing, Investing, Technology, Reading, Fly Fishing Technology, Hockey, Golf.
What skills is Kirk Chisholm known for?
Kirk Chisholm has skills like Investments, Wealth Management, Financial Advisory, Investment Management, Asset Allocation, Alternative Investments, Real Estate, Investment Strategies, Portfolio Management, Investment Properties, Investment Advisory, Financial Planning.
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