Mutual Funds
Innovative Portfolios offers two mutual funds focused on income generation to provide strategic investment options to financial professionals, RIAs, consultants, and institutional clients.
Our particular approach to mutual fund investing incorporates downside risk analysis with active management and disciplined investment strategies. Our funds invest in U.S. stocks paired with an S&P 500 index-based option overlay for potential to generate additional income.
Benefits of Innovative Portfolios Funds
Our Funds offer a wide range of potential benefits to advisors and institutional investors, including:
Diversified income stream from equities or preferred stocks
Proprietary, income-focused investment strategies
Active, professional money management
Option overlays designed to generate incremental income
Experienced option traders managing the overlay
Our strategic Fund offerings
| Portfolio | Goal | Strategy |
|---|---|---|
| Dividend Performers | Growth & Income | The Fund invests in dividend-paying U.S. stocks paired with an S&P 500 index-based option overlay seeking additional income. |
| Preferred-Plus | Income | The Fund invests in preferred equities and an S&P500 index-based option overlay with the goal to generate additional income. |