Innovative Advisory Group has been in the news...
The principals of Innovative Advisory Group have been featured in publications such as The Wall Street Journal, Reuters, Bloomberg Business Week, The New York Times, Boston Magazine, Boston Globe, The DiWire, Financial Planning Magazine, CNN Money, Structured Products Daily, FOX 24 News, as well as a number of well known finance blogs, radio stations and podcasts. On this page you can review all the media, podcasts, videos, and press releases in one place. If you are interested in a press kit, please contact us .
- Podcasts
- Media Publications
- Videos
- Press Releases
Podcasts
Live Trader - August 2023
Kirk was a guest on the Live Traders show with Anmol Singh. We discuss the learned wisdom from interviewing hundreds of expert investors. We also discuss how to make money in this crazy economy where almost nothing makes sense.
Grow Money Business - July 2022
Kirk was a guest on the Grow Money Business Podcast with Grant Bledsoe. We had a great conversation about Inflation, Monetary policy, interest rates, risk management, the Federal Reserve's strategy and more. This is a deeper dive into inflation.
Money Answers - July 2022
Kirk was a guest on the Money Answers show with Jordan Goodman. We discussed inflation, good and bad places to invest when we have high inflation, how to protect yourself and more.
Your Money Mom - April 2022
We discussed helping late stage college planning, how to avoid the common money mistakes, whether it makes sense to pay for a car in cash, questions parents should be asking when planning for college, and more.
The Land Geek - August 2021
We discussed wealth management as an industry, why IAG has focused on being innovative, why investors are not aware of how the investment industry works, and why the industry does not talk about investing outside the stock market. Learn how to invest smarter.
Benzinga Live - April 2021
We had a great debate of whether Gold or Bitcoin was better. We discussed how each fair in, hedging market volatility, inflation protection, store of value, ESG mining concerns, biggest risks, and more.
Benzinga Power Hour - March 2021
Great interview with Jason Raznick on Benzinga's Power Hour. We discuss crypto currency, risk management, how to invest in this market and more.
Presidents Week 2020 - November 2020
We had a great debate of whether Gold or Bitcoin was better. We discussed how each fair in, cross boarder transactions, privacy/practical, intrinsic value, longevity, counterfeit, liquidity.
BiggerPockets Money - October 2020
This was a WOW, knock your socks off interview with Kirk Chisholm on Bigger Pockets Money Podcast with Mindy Jensen and Scott Trench. This is a whole hour of pure gold. He discussed why you should consider alternative investments, who they are a good fit for (and not a fit for), and he discusses some of the pros and cons of alts, and more. Listen Here...
Financial Survival Network - June 2020
Kirk Chisholm was recently interviewed on the Financial Survival Network with Kerry Lutz. He discussed why the markets are not operating normally, why your investment strategy is not going to give you the outcome you expect, and how to protect yourself from market manipulation. Listen Here...
Smart Real Estate Coach - April 2020
Kirk Chisholm was recently interviewed on Smart Real Estate Coach Podcast with Chris Prefontaine. We how to invest in real estate using your IRA. This was a fun interview. Listen Here...
My Worst Investment Ever - October 2019
Kirk Chisholm was recently interviewed on My Worst Investment Ever Podcast. We discuss bad investments, how they make you better as an investor, and the best ways to learn from them. Listen Here...
Investor Mindset - June 2019
Kirk Chisholm was recently interviewed on Investor Mindset Podcast. He discusses how he looks at investing, why a good mindset is important, and some ways you can improve yours to become a better investor. Listen Here...
Passive Real Estate Investing - May 2019
Kirk Chisholm was recently interviewed on Passive Real Estate Investing Podcast with Marco Santarelli. We discuss why real estate is such a powerful asset for creating legacy wealth, why inflation is so important to your performance and the importance of the "glue". Listen Here...
Trading Justice - November 2018
Kirk Chisholm was recently interviewed on Trading Justice Podcast. He discusses market conditions, thoughts on where the markets are going, and potential risks to watch out for. Listen Here...
How to Use Your Retirement Account To Invest In Alternative Investments (interview of Kirk Chisholm)
CEO Money - America's Business Show - October 2018
Kirk Chisholm is one of America's leading financial advisors when it comes to self directed IRA investing. Michael Yorba interviews Kirk on CEO Money, a show focusing on the needs of executives from the C-Suite. Kirk discusses using your retirement account to invest in alternative investments such as cryptocurrencies and how to discover your purpose in retirement. Listen Here...
Cash Flow Hacking Podcast - May 2018
Kirk Chisholm was recently interviewed by Casey Stubbs on the Cash Flow Hacking Podcast where he discussed the advantages of using alternative investments to invest in what you know. Listen on YouTube...
Let's Talk Money - March 2018
Kirk Chisholm is one of America's leading financial advisors in self-directed IRAs and alternative investments. In this exclusive interview, he reveals the mistakes investors make with their retirement plans and how to invest for the future. Listen here...
Buying Vs Renting Your Primary Residence (interview of Kirk Chisholm)
Stratosphere Investing - January 2018
In this exclusive podcast interview Kirk Chisholm discusses his thoughts on one financial topic almost everyone thinks they know. Your primary residence as an investment... spoiler alert... Its not an investment. Learn why.
Advanta IRA Webinar - January 2018
Advanta IRA interviews Kirk Chisholm about how he uses alternative investments held in self directed IRAs with his wealth management clients. Why diversification outside of the stock is important to your investment portfolio. Listen here...
Wealth Management and Self Directed IRAs (interview of Kirk Chisholm)
Tax Advisor and Business Coach Success Podcast - December 2017
Tax Advisor and Business Coach Success Podcast host Liz Soria interviews Kirk Chisholm about the wealth management industry and how he uses self directed IRAs to provide greater diversification options to his clients. Listen here...
JimJim Reinnovation Revolution Podcast - November 2017
Jim interviews Kirk Chisholm about crypocurrencies, alternative investments and how to get true diversification in your portfolio. If you have not yet bought bitcoin and you are wondering if you should consider it for your portfolio Listen here...
Alternative Investments For Your Portfolio (interview of Kirk Chisholm)
2 Frugal Dudes Podcast - October 2017
Kevin and Sean interview Kirk Chisholm about how to buy alternative investments, some examples of alternative investments, calculating the risk of owning them, alternative investments in your retirement, and investing in cryptocurrency.
Goldstein on Gelt Podcast - October 2017
Goldstein on Gelt Podcast interviews Kirk Chisholm about self-directed IRAs and whether it is a good idea to use one for your retirement investing Listen here...
Bank Bosun Podcast - August 2017
Bank Bosun Podcast interviews Kirk Chisholm about self-directed IRAs, alternative investments and whether a bank should get into the alternative investment custody business. Kirk gets into detail about the custody industry and how they make the sausage Listen here...
Bank Bosun Podcast - August 2017
Bank Bosun Podcast interviews Kirk Chisholm about self-directed IRAs and alternative investments. Should you invest in alternative investments? What are some alts you may want to consider for your portfolio? What are the risks and how to manage them? Kirk gets into detail about alternative investments held in retirement accounts. Listen here...
Self Directed IRA Investing with Wealth Manager Kirk Chisholm
SDIRA TV Podcast - August 2017
SDIRA TV interviews Kirk Chisholm, Wealth Manager at Innovative Advisory Group about self-directed IRAs, alternative investments, self-directed IRA custodians, due diligence, and more.
Get Rich Education - November 2016
Get Rich Education interviews Kirk Chisholm about whether it makes sense to rent or buy your home. This innovative look at the financial and personal decision of renting vs buying a home will make you think twice before you make one of the biggest financial decisions in your life. Listen here...
Institutional Real Estate Inc. Podcast - September 2016
Rajeev discusses his organization's decision to make IAG a virtual firm with regard to its use of technology. He tells us about the key question he asked himself before moving forward, and about the essentials of making a virtual office operate successfully. Listen here...
Domain Name Wire Podcast - January 2016
Andrew Allemann interviews Kirk Chisholm about investing in domain name urls inside a self-directed IRA. Listen here...
Disrupt Your Retirement Plan
MindDrippings Podcast - November 2015
In a world of investment roller coaster rides comes an alternative investment strategy. A world of magic and wizardry. A world unlike any other. Welcome to the world of Self Directed IRAs.
Money Tree Podcast - November 2015
Traditional investments of stocks and bonds are beginning to be more and more correlated. This makes it hard to be diversified in your portfolio. Today we talk about alternative investments that can help you reduce the overall correlation of your assets. Listen here.
Intro to Self Directed IRAs: How to Invest in Real Estate, Tax Liens, Gold and Silver, Structured Settlements, Horses, Livestock, Farmland, Timberland, and More with Your IRA with Kirk Chisholm
Radical Personal Finance Podcast - January 2015
I’ve been looking for an expert on self-directed IRAs to bring on the show and I was thrilled to meet Kirk Chisholm at FinCon last year...
Money Tree Investing
Check out the most recent episode of Money Tree Investing Podcast...
Guest Posts
The DiWire (Guest Columnist) - February 2016
In the past four months there have been two announcements of mergers or acquisitions in the financial services industry. The emerging niche of self directed IRA custodians has apparently drawn some interest from firms outside the industry. Is this the sign of a top or a sign of greater interest in alternative investments held in retirement accounts? Read more...
The DiWire (Guest Columnist) - December 2015
A recent study done by Pensco Trust company showed that in a cross section of their clients, 62 percent have increased their allocation to alternative investments, or are planning to in the near future due to recent market volatility. This is not... Read More
Stacking Benjamins - October 2015
“Your home (whether you rent or own it) is a personal expense, not an investment. Many people don’t even consider renting because of the social stigma attached. Unless your home is...”
Stacking Benjamins - October 2015
“If you don’t want to learn anything about investing and want someone else to manage it for you, then find a fee-only financial advisor to provide you with guidance and advice”
The Di Wire (Guest Columnist) - June 2015
The risk of fraud with Self Directed IRAs is a well known problem among industry participants. Self Directed IRA industry participants and regulators have issued a number of press releases, articles, and educational materials to the investing public to educate them about this problem. Here are some of the.... Read more...
The Di Wire (Guest Columnist) - March 2015
Investors should take these pieces of wisdom from Peter Lynch and apply them to their own investing plan. Self Directed IRAs as described in my earlier post The Self Directed IRA 101, are a great way to diversify beyond the stock and bond markets into asset classes that you know.... Read more...
Deposit A Gift (Guest Columnist) - February 2015
Each of the six life cycle stages have certain characteristics attributed to the needs of the person during that period in their life. However, when you start to do your retirement planning, you could easily simplify those stages into three... Read more...
Lazy Man and Money (Guest Columnist) - January 2015
I’ll bet your first thought is that this headline is an exaggeration. In fact, it isn’t. There is at least one person who has accomplished this feat with their IRA and there could be as many as 314... Read more..
The Di Wire (Guest Columnist) - January 2015
In 2008 the global financial system melted down destroying a lot of wealth and investor goodwill in the process. Since the spring of 2009, the stock markets have risen, and with that rise brought a lot of that goodwill back. However many investors are still weary of... Read more...
The Di Wire (Guest Columnist) - December 2014
It is clear that in the past few years, investors have been showing an increased level of interest in learning more about alternative investments. They have also expressed a desire to increase their portfolio allocation into... Read more...
Self Directed IRA 101
The Di Wire (Guest Columnist) - November 2014
Do you have clients who want to startup or buy a private business, and they end up taking money out of their IRA to invest in this venture? Do your clients contribute less than...
Deposit A Gift (Guest Columnist) - November 2014
Just imagine that you are sitting on a beach watching a sunset with your spouse. Or imagine you are spending time with your grandkids without worrying about your next business meeting. These are the types of things people imagine when they think of retirement. In order for these images to become a reality, you need to... Read more...
Greater Portland Industrial Market Survey - January 2014
Did you know you could use your IRA or 401k to invest in physical real estate? Most people who are reading this either own... Read more as PDF.
How To Help Clients Put Real Estate in an IRA
Wall Street Journal (Guest Columnist) - December 2013
After two major stock-market gyrations in one decade—the first in 2000, the second in 2008—many clients have expressed a desire to invest in "real" assets that aren't affected by swings in the market...
Voices: Rajeev Kotyan - On Real Estate In Retirement Accounts
Wall Street Journal (Guest Columnist)- November 2013
Over the past five years, I've seen many clients begin to search for investments that aren't dependent on the gyrations of the market. After two major collapses in one decade--the first in 2000, the second in 2008--many investors want to have more control over their own investments. One option is to invest in real assets. This sentiment has... Read more.
Interviews or Quoted
Yahoo Finance - August 2023
"For federal loans, the interest rate is fixed each year for loans taken for the coming academic year," says Jack Wang, a wealth and financial aid advisor with Innovative Advisory Group. "Once the rate is set on a particular loan, the interest rate is set for the life of that loan." Read more...
Yahoo Finance - July 2023
"There is much anecdotal evidence that when loan payments were paused, people spent that money on other things instead of building savings...Consider strategies such as changing repayment plans or refinancing to lower monthly payments.” Read more...
Aol Finance - July 2023
"If having student loans is causing you emotional distress," Wang says "it’s OK to put retirement contributions on pause while you focus on paying down this debt. Some people just don’t like having loans emotionally,” he said. “Despite what financial advisors might say, it really is about what let's people sleep at night.” Read more...
Go Banking Rates - August 2021
"Without clear expectations, someone ends up crying,” said Jack Wang, a college aid strategist with the Innovative Advisory Group... "Parents must figure out three key numbers: “What the college thinks the family can afford; what the family can actually afford; and what the family is willing to afford." This will help narrow down the options and paint a clearer picture of what is possible... Everyone has different definitions of good, so agreement on that is critical." Read more...
Go Banking Rates - August 2021
"I have worked with hundreds of families and while local State U may be a great school, elite schools are the only ones that elicit ‘ooohs’ and ‘aaahs’ from friends and family,” said Jack Wang Read More...
College Covered - June 2021
Should you file early decision for college and what are the pros and cons of doing so? “Filing early decision is more morally and ethically binding than legally binding. " Wang said. " Read More...
Advisors Magazine - May 2020
“There is a huge difference between the older and younger generations of advisors. Many advisors who have been practicing for 11 years or less have not experienced what it is like to manage clients through a recession," Chisholm said. "There is a big problem if they don't know how to manage risk." Read More...
New York Times - March 2020
“If you plan to leave within three to five years, buying a house may not be a good investment, and you could lose money"... Owners generally pay for repairs inside the unit but can be hit by assessments, which pay for large expenses such as a new roof. An assessment, Mr. Chisholm said, “can blow you out of the water if you are not prepared for it.” Read More...
Investopedia - September 2018
"Any time you work one-on-one with your child to teach them about money, investing and saving is time well spent. Compounding works best if it has the most amount of time to work its magic. If you are able to start your child early, it will give them a head start on their financial future.” Read More...
Forbes - July 2018
"I have seen a lot of interesting strategies that investors have used to create enormous gains inside their IRA. In my experience, the most successful strategies involve the investor investing in an asset they know well. Whether it’s a horse, a house, or private company stock, if the investor is an expert in that asset, they have a sizable advantage over other investors in the market.” Read More...
Investment News - March 2018
"The amount of information available to us is increasing every day and people are overwhelmed by it," Mr. Chisholm said. "They need someone to help them navigate this information, not by providing them choices, but providing them guidance.”
Now in 401(k)s: Alternative Investments
The Wall Street Journal - December 2017
When Mr. Chisholm works with investors, he likes to focus the discussion on portfolio outcomes and education. He doesn’t want the conversation to get caught up in how certain asset classes are perceived. “Risky investments,” Mr. Chisholm says, “are the ones where you, the investor, don’t understand what the risks are and what you could lose.”
The Prospect News - November 2017
"I'm not too keen on bank stocks. The yield curve continues to flatten and there's a risk that it may invert at some point, which is bad for bank stocks and bad for the economy." Says Chisholm "If you already have exposure to these stocks, then these notes are a good substitute for your existing holdings."
The Prospect News - November 2017
"Buffers are good, but I'm less concerned about a buffer because I'm bullish. Four years is a long time, and if the index continues on the trend I expect it might, I think you're selling a lot of the upside potential to buy a protection you're probably not going to need."
The New York Times - October 2017
“Every investment has different risks,” said Kirk Chisholm, a wealth manager in Lexington, Mass. “The obvious risk is making a bad investment,” he said. After all, that’s the whole point of investing for retirement — to build a nest egg. “If you’re doing it just to help someone out, that may not be a good investment. You want to make sure it makes your retirement money grow, or why invest at all?"
Boston Voyager Magazine - October 2017
“Accomplishing your goals is never easy or without detours. I have lived through two major bear markets that saw a loss in the S&P 500 index of approximately 45 and 55%. Fortunately, my career started in 2000. One of the quick lessons I learned was proper risk management. Many of my peers worked through the tech boom in the 90s where it was easy to make money in the market. I missed that entire bull market cycle. My career started as the bubble was popping. I learned really quick that being successful in a bear market is not about making money, it’s about not losing it. This powerful lesson is still with me today."
The Prospect News - September 2017
"Anything with principal protection in this market environment is appealing to investors." said Chisholm "I think the overall trend for European stocks will continue to be higher unless we run into a major event, in which case the market could unwind and you would be protected."
The Prospect News - September 2017
"Emerging market tend to be more volatile, can produce bigger returns and bigger crashes just by virtue of their volatility." said Chisholm " So while it looks like the upside and the downside protection are both reasonable, if I'm going to be tied up for three years, I would prefer to have a buffer rather than a barrier."
The Prospect News - June 2017
"If the market continues to act the same, then its a reasonable way to invest. However, I don't think it's going to play out like that. We may have a little more upside in the very short term... but we're long overdue for a recession. There is a high likelihood we will have one in the next five years." said Chisholm
The Prospect News - June 2017
"It's pretty straight forward. You're getting a normal, one-to-one downside while your upside is 1.36 times. I like the "no-cap", and I like the leverage. But I don't like giving up the dividends." said Chisholm
The Prospect News - May 2017
"This is overly complicated, and it would be extremely challenging to explain to any client who is not a professional investor, You would need a doctorate in portfolio management just to understand all the aspects of this complex investment." said Chisholm
The Prospect News - April 2017
"With this note you're really opting for a flat to slightly down scenario for the worst of these two indexes. If the market is down 30% or less, you'll do fine. But again if the market does well, you'll get called." said Chisholm
The Prospect News - March 2017
"This bull market is one of the longest in recent history. One of the risks is that the recent rally was built around expectations of many positive changes. If those changes fail to happen, the market could take a different turn." said Chisholm
The Prospect News - March 2017
"I'm not particularly impressed by the notes because of the arbitrages that are going on between those two markets based on political events," said Chisholm. " There are other ways to speculate on the outcome of Brexit or the future elections to be held in some European countries."
The Prospect News - February 2017
"I have a serious reservation on this note when it comes to the risk at maturity. Even though 40% is a big drop, anything can happen in 10 years," said Chisholm. "To me, it is a huge deterrent. It's one thing to assess the risk of not getting your coupon, it's another to lose your money or a big chunk of it at maturity."
The Prospect News - January 2017
"In general, I'm not a big fan of of the "worst of" notes. It puts a negative tone on the investment," said Chisholm, Wealth Manager and Principal at Innovative Advisory Group. It's hard for investors to get excited about investing in the worst performing index."
The Prospect News - January 2017
"If the market goes up, it's certainly a more conservative way to play it. You're getting leverage, which makes up for the low volatility. All you are losing is the income and the opportunity cost for being tied up for 5 years, which in my opinion is a long time," said Chisholm.
The Prospect News - November 2016
"When you look at three different positions, it's very hard to predict", said Chisholm, "The others are not even close. If I wrote an out-of-the money Put on Marathon for that length, I'd have a better probability of success than with the notes."
The Prospect News - November 2016
"This is effectively a six-year covered call on the S&P 500," said Chisholm, "Six years is way too long to be considering that strategy... There's much less liquidity with the note. An exchange-listed option, particularly on the S&P 500 is liquid. You can always find a buyer."
The Prospect News - November 2016
"I don't have the exposure to the credit risk of the issuer when I deal with a publicly traded option... And I don't have the liquidity risk. I can trade the put any time and buy it back. I don't have to wait for the contract to expire." said Chisholm.
The Prospect News - October 2016
"This trade involves too many unknown factors, such as the implementation of the Brexit vote, the movement of the British Pound, and the relationship between the pound and equity prices....You don't have to invest everywhere. This particular market is a place I would ignore." said Chisholm.
The Prospect News - September 2016
"Statistically, the stock market is goes two-thirds of the time and down one-third of the time, so from that statistical standpoint, it is better to be bullish... This is one of the reasons that people tend to go long in the market... Also, the S&P 500 is not going to go to zero while it can go up in excess of 100%.” said Chisholm.
5 Things You Don't Know About Interest Rates
Trust Advisor - September 2016
"Interest rates will stay lower longer than most people would imagine..." Chisholm points out that there is not much room to raise positive interest rates. “It is highly improbable that 10-year Treasury interest rates will rise above 3% in the near future,” said Chisholm.
Investopedia - August 2016
"If you have a 401(k) plan with the ability to take out a loan, you can withdraw the funds tax-free... Of course, you will have to pay them back, but this allows you to borrow from your 401(k) account and pay yourself back the interest and principal over time."
What To Do When a Company Buys Back Stock
US News & World Report - July 2016
"Share buybacks are a tax-efficient method of returning cash to shareholders," says Kirk Chisholm, wealth manager at Innovative Advisory Group in Lexington, Massachusetts. "While this is not always the reason companies repurchase shares, it is the reason that great capital allocators do it."
US News & World Report - July 2016
"He goes on to say how risk management is one of the most important things an investor needs to learn. Fortunately, Chisholm says it’s easy to learn about risk management while using small amounts of money..." Read More
GoBankingRates - January 2016
"While traditional advice is to subtract your age from a hundred and use this value as the percentage of bonds in your portfolio, Chisholm and others recommend a more cautious approach...." Read More
Domain Name Wire - December 2015
"While there are some strict rules that the investor would have to follow, a number of investors have successfully used domain names as their choice of investment for their retirement funds..." Read More
Interviews
FOX 24 News Now - September 2023
Patrick Ziegler is interviewed on FOX 24 News about college planning FAFSAs, and financial aid. He mentions one of the biggest surprises about financial aid is the amount of money left on the table. Watch here.
Spot Gamma - July 2022
Kirk Chisholm interviewed on the Spot Gamma. We discuss Inflation, risk vs volatility, options pricing, Future expectations of interest rates and more. Great episode for the option traders and people concerned about risk. Watch here.
Investor Mindset - June 2019
Kirk Chisholm interviewed on the Investor Mindset Podcast. He discusses why mindset is important to investors, how you can develop a strong investor mindset, and why you will never invest like Warren Buffett. Watch here.
Self Directed Summit - August 2016
Kirk Chisholm spoke at the Self Directed Summit about how Innovative Advisory Group works with investors to enhance their self-directed IRAs with alternative investments. Watch here.
Money Mastermind Show - October 2015
Glen Craig, Kyle Prevost, Miranda Marquit, and Peter Anderson interview Kirk Chisholm about Alternative investments and some ideas about how investors can invest outside the stock market. Watch here. -- Read Transcript
Company
Innovative Advisory Group has been selected for the 2017 Best of Lexington Award in the Financial Consultant category by the Lexington Award Program. Each year, the Lexington Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Lexington area a great place to live, work and play.
Innovative Advisory Group has been selected for the 2015 Best of Lexington Award in the Financial Consultant category by the Lexington Award Program. Each year, the Lexington Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Lexington area a great place to live, work and play.
The launch of Innovative Advisory Group's blog site attempts to answer many common investment related questions. The primary focus will be in a few areas: self directed IRAs, self directed 401ks, alternative investments, inflation, precious metals, retirement income, and other related wall street wisdom.
NUA Advisors announces that it has changed the name of the firm to Innovative Advisory Group. The name change better reflects the goals and culture of the firm, as depicted with the coordinated launch of the company's new website...
Advisors
Investopedia Spotlights Kirk Chisholm as one of the Top 100 Most Influential Financial Advisors in The US - 2023
Kirk Chisholm receives recognition by Investopedia as one of the Top 100 Most Influential Financial Advisors In The US. from ADISA. This award is presented to individuals and companies who have provided exceptional service to ADISA, the alternative investments industry and the overall community.
Investopedia Spotlights Kirk Chisholm as one of the Top 100 Most Influential Financial Advisors in The US - 2022
Kirk Chisholm receives recognition by Investopedia as one of the Top 100 Most Influential Financial Advisors In The US. from ADISA. This award is presented to individuals and companies who have provided exceptional service to ADISA, the alternative investments industry and the overall community.
Investopedia Spotlights Kirk Chisholm as one of the Top 100 Most Influential Financial Advisors in The US - 2021
Kirk Chisholm receives recognition by Investopedia as one of the Top 100 Most Influential Financial Advisors In The US. from ADISA. This award is presented to individuals and companies who have provided exceptional service to ADISA, the alternative investments industry and the overall community.
Investopedia Spotlights Kirk Chisholm as one of the Top 100 Most Influential Financial Advisors in The US - 2020
Kirk Chisholm receives recognition by Investopedia as one of the Top 100 Most Influential Financial Advisors In The US. from ADISA. This award is presented to individuals and companies who have provided exceptional service to ADISA, the alternative investments industry and the overall community.
Investopedia Spotlights Kirk Chisholm as one of the Top 100 Most Influential Financial Advisors in The US - 2019
Kirk Chisholm receives recognition by Investopedia as one of the Top 100 Most Influential Financial Advisors In The US. from ADISA. This award is presented to individuals and companies who have provided exceptional service to ADISA, the alternative investments industry and the overall community.
Rajeev Kotyan Receives The Distinguished Service Award from ADISA - October 2019
Rajeev Kotyan receives the 2019 Distinguished Service Award from ADISA. This award is presented to individuals and companies who have provided exceptional service to ADISA, the alternative investments industry and the overall community.
Investopedia Spotlights Kirk Chisholm as one of the Top 100 Most Influential Financial Advisors in The US - 2018
Kirk Chisholm receives recognition by Investopedia as one of the Top 100 Most Influential Financial Advisors In The US. from ADISA. This award is presented to individuals and companies who have provided exceptional service to ADISA, the alternative investments industry and the overall community.
Kirk Chisholm Receives 2017 Five Star Wealth Manager Award
Boston Magazine - February 2017
Kirk Chisholm named 2017 Five Star Wealth Manager for a sixth time for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of financial industry professionals as well as industry related peers.
Investopedia Spotlights Kirk Chisholm as one of the Top 100 Most Influential Financial Advisors in The US - 2017
Kirk Chisholm receives recognition by Investopedia as one of the Top 100 Most Influential Financial Advisors In The US. from ADISA. This award is presented to individuals and companies who have provided exceptional service to ADISA, the alternative investments industry and the overall community.
Boston Magazine - March 2016
ADISA is a great industry run organization to meet leaders and decision makers who feature different alternative investment asset classes, and to help communicate that many of these assets can be invested in with retirement funds held in an IRA. This symposium is...
Boston Magazine - February 2016
Kirk Chisholm named 2016 Five Star Wealth Manager for a fifth time for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of financial industry professionals as well as industry related peers.
Boston Magazine - February 2016
Rajeev Kotyan named 2016 Five Star Wealth Manager for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of financial industry professionals as well as industry related peers.
Boston Magazine - February 2016
Rajeev Kotyan, Principal of Innovative Advisory Group, will be on a panel discussion at the ADISA Spring Symposium Conference in New Orleans on March 23, 2015. ADISA, or Alternative & Direct Investment Securities Association, is a national trade association of over 1,800 member professionals who offer and manage alternative investments...
Boston Magazine - February 2015
Kirk Chisholm named 2015 Five Star Wealth Manager for a fourth time for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of financial industry professionals as well as industry related peers.
October 2014
Kirk Chisholm has proposed a permanent solution to the excessive risk-taking and moral hazard problem at the "too big to fail" U.S. financial institutions. It has been 6 years since the heart of global financial crisis in the fall of 2008. Despite all the regulatory changes which have been made, the heart of the problem still has not been addressed. The best part of this solution is that it is simple and only takes a small change to solve.
September 2014
Innovative Advisory Group is pleased to announce that Co-Founder and Principal, Rajeev Kotyan, will be on a panel discussion at the annual REISA Conference in Las Vegas on September 14, 2014. REISA, or Real Estate Investment Securities Association, is a national trade association of over 1,800 member professionals who offer and manage alternative investments...
Boston Magazine - February 2013
Kirk Chisholm named 2013 Five Star Wealth Manager for a third time for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of high net worth investors as well as financial industry professionals.
Boston Magazine - February 2012
Kirk Chisholm named 2012 Five Star Wealth Manager for a second time for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of high net worth investors as well as financial industry professionals.
Boston Magazine - February 2010
Kirk Chisholm named 2010 Five Star Wealth Manager for expertise and overall client satisfaction. He received the award following a rigorous evaluation process that included a survey of high net worth investors as well as financial industry professionals.