About the company
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About the company

About Us

Innovative Investment Management offers financial strategies that are multi-disciplined by design. In order to produce comprehensive investment solutions, we identify the underlying issues, develops multiple scenarios recognizing the timing and taxable impact of each path, then implements the plan based on your current goals and objectives.

It Takes a Team

Your financial professionals should work as a team to encourage advantageous investments and develop strategies to minimize your taxes. We collaborate with you, your tax (CPA) and legal counsel, as appropriate, and uses innovative investment strategies that are consistent with your investment parameters, yet promotes tax efficiency.

MARK E. REINSTEIN, Founder, Investment Advisor

Mark Reinstein is the Founder of Innovative Investment Management. Specializing in high-net-worth individuals, he has more than 30 years of experience helping clients build and maintain their wealth. His day-to-0day focus is working hand-in-hand with his clients to create customized client portfolios. Mr. Reinstein previously served as president of the firm he built from the ground up, Colony Park Financial, and successfully merged it into the Sandlapper family of companies.

Mark has earned FINRA licenses 4, 7, 24, 28, 63 and 66, along with his SIE.

FRED J. ADAMS, Tax Specialist, Investment Advisor and CPA

Fred J. Adams is a CPA educated at the University of Utah and the Golden Gate University Branch in Seattle, Washington. Fred joined the Treasury Department as a Special Agent in 1972. He served in Las Vegas, Nevada; Seattle Washington, and Tacoma, Washington. During his service with the IRS, Fred obtained his CPA and his Masters in Taxation. After retiring he opened his CPA practice in Kent, Washington, and devoted it to the practice of tax. He also served stints as an educator with the Justice Department for the governments of Venezuela and Columbia. He moved his practice to Greenville, South Carolina in 1997. He is a certified public accountant and a member of the American Institute of Certified Public Accountants, and the South Carolina Association of Certified Public Accountants.