Kirk Chisholm

Kirk Chisholm Email and Phone Number

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 @ Innovative Advisory Group
Kirk Chisholm's Location
Lexington, Massachusetts, United States, United States
Kirk Chisholm's Contact Details

Kirk Chisholm personal email

n/a
About Kirk Chisholm

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

Kirk Chisholm's Current Company Details
Innovative Advisory Group

Innovative Advisory Group

View
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
Kirk Chisholm Work Experience Details
  • Innovative Advisory Group
    Wealth Manager & Principal
    Innovative Advisory Group Nov 2008 - Present
    Lexington, Ma, Us
    Innovative 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.
  • Stirling Global Advisors Llc
    Wealth Manager
    Stirling Global Advisors Llc Aug 2005 - Nov 2008
    Worked 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.
  • Smith Barney
    Financial Consultant
    Smith Barney Feb 2003 - Aug 2005
    New York, Ny, Us
    Worked 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.
  • Ubs
    Financial Advisor
    Ubs Aug 1999 - Feb 2003
    Zurich, Ch
    Worked 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

Investments Wealth Management Financial Advisory Investment Management Asset Allocation Alternative Investments Real Estate Investment Strategies Portfolio Management Investment Properties Investment Advisory Financial Planning Real Estate Financing Entrepreneurship Start Ups Asset Managment Retirement 401k Retirement Planning Financial Analysis Due Diligence Risk Management Commercial Real Estate Real Estate Development Venture Capital Economics Valuation Financial Markets Financial Services Private Equity Hedge Funds Mutual Funds Finance Equities Wealth Fixed Income Investors Self Directed Ira Alternative Assets Alternative Investment Strategies Wealth Management Services Options Strategies Collaborative Leadership Leadership Leadership Development Thought Leadership Emotional Intelligence Strategic Leadership Motivational Speaking Public Speaking Real Estate Due Diligence Start Up Ventures Financial Risk Management Financial Research Inflation Economic Research Etfs Series 63 Securities

Kirk Chisholm Education Details

  • Trinity College-Hartford
    Trinity College-Hartford
    Economics

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.