Clients

Request INNOVA Investment Management as investment manager for current Folio Account. 
 
New Clients
4. After review and acceptance by our Portfolio Managers (usually within 24 hours), you will receive your invitation and final documentation.
5. Upon final confirmation from you and your custodian, we will connect your account to our INNOVA Portfolio Management System.
 
Thank you for choosing INNOVA Investment Management… Innovation in Investment Management TM.