Innovative Investment Management offers financial strategies that are multi-disciplined by design. In order to produce comprehensive investment solutions, we identify the underlying issues, develop multiple scenarios recognizing the timing and taxable impact of each path, then implement the plan based on your current goals and objectives.
Your financial professionals should work as a team to encourage advantageous investments and develop strategies to maximize gains and minimize taxes. We are fully capable of helping you create a tax advantaged portfolio. We also can collaborate with your personal tax (CPA) and legal counsel, as appropriate, and use innovative investment strategies that are consistent with your investment parameters, yet promote tax efficiency.
O: (864) 551-2776
Mark E. Reinstein is the Founder of Innovative Investment Management. Specializing in working with high-net-worth individuals, he has more than 30 years of experience helping clients build and maintain their wealth. His day-to-day focus is working hand-in-hand with his clients to create customized client portfolios. Mark previously served as president of the firm he built from the ground up, Colony Park Financial, which he successfully merged into another company.
Mark has earned FINRA licenses 4, 7, 24, 28, 63 and 66, along with his SIE.
O: (864) 326-3103
Shepherd Anders joined Innovative Investment Management after having worked at “big box” financial services firms. He received his Bachelor of Science in Business Administration from the University of Central Florida in 2000. He is fervent with helping clients attain their financial freedom and achieve their life goals. He and his wife Mindy have seven children.
Shepherd has earned FINRA licenses 7 and 66.