Innova Advisors is an investment advisory firm located in Miami, Florida. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to ultra-high-net-worth individuals, entrepreneurs, and families.
We serve ultra-high-net-worth clients with a focus on the Southern Cone of Latin America.
Chief Executive Officer
Bruno holds a degree in Economics from the Catholic University of Uruguay. He is also a CFA Program participant, CFA Institute. Prior to his current position, he worked at Wachovia Securities, Merrill Lynch, Julius Baer and Atlantis Global Investors, where he served international clients. Bruno has 13 years of experience in wealth management advisory and financial planning.
Chief Compliance Officer
Raj is founder and Managing Director of RKS Consulting Services LLC. He offers independent consulting services primarily to small and medium size brokerage firms and investment advisers. Prior to establishing his consulting firm, Raj worked in various compliance and senior manager roles at Deutsche Bank, Kovack Securities, TD Ameritrade and Waddell & Reed. Raj has over 18 years of industry experience.
Financial Advisor
Matias is a graduate in Business Administration and Management from the University ORT in Montevideo, Uruguay. Additionally, he holds a Master’s degree in International Finance from the University Torcuatto Di Tella in Buenos Aires, Argentina. With 10+ years of experience, Matias has worked as a Financial Advisor and Wealth Manager for both local and international clients at HSBC bank as well as other financial advisory companies.
Administrative Manager
Tatiana has a degree in Business Administration from CESA University in Bogotá, Colombia. With 15+ years of experience, she has successfully managed and developed strategies for various entrepreneurial ventures in Mexico, Indonesia, and the United States. Her expertise shines in her ability to envision, organize, and operate the company with excellence.
Client Service Associate
Luis holds a degree in International Business from Cardinal Stritch University (Milwaukee, Wisconsin, USA). Prior to his position as a client service associate at Innova Advisors, he worked at Valley National Bank (former Leumi Bank) Northwestern Mutual and Robert W. Baird, where he served US and LATAM clients. He worked together with Financial Advisors in the private wealth management and financial planning departments during his time at these firms.
Operating independently means that we are not tied to any specific entity. This independence allows us to collaborate with a diverse range of professionals, offering a broader spectrum of products and enabling us to consistently seek competitive prices.
+1 305 6461557
1110 Brickell Ave. Suite 802 Miami, FL 33131, USA
DISCLOSURE
Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in Item 8 of Innova’s Form ADV2 located on the Innova Advisors, LLC website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and clients should look to their separate tax advisor for tax advice.
INVESTMENT RISK
Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the client. The client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on management’s assessment of market risk and the specific investment strategy chosen by the client. At times, Innova Advisors, LLC may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the client, effectively adjusting the balance of the portfolio, as Innova Advisors, LLC determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Innova Advisors, LLC may employ defensive investment strategies notwithstanding clients’ investment strategies and restrictions. Fully invested strategies are not concerned with overall market risks, staying invested even during bear markets. No guarantee can be made as to curtailing tax liabilities and clients should look to their separate tax advisor for tax advice.
