All Press Releases for March 18, 2015

Innovative Advisory Group's Rajeev Kotyan on Panel Discussion at 2015 ADISA Conference About Self Directed IRAs

Innovative Advisory Group is an independent registered investment advisory firm specializing in alternative investments in Self Directed IRAs.



"I hope that I can communicate to the attendees the importance of portfolio diversification using alternative investments from the perspective of a RIA."

    LEXINGTON, MA, March 18, 2015 /24-7PressRelease/ -- 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, including, but are not limited to: non-traded REITs, real estate partnerships, real estate income and development funds, tenant-in-common interests, oil and gas interests, and other securitized real estate investments.

Rajeev Kotyan of Innovative Advisory Group specializes in working with clients who want to invest in alternative investments in a self directed IRA or 401k. Rajeev will participate on a panel about, "Self Directed IRA: Considerations and Requirements for Sponsors, Brokers and Advisors." This panel will discuss relevant topics pertaining to Self Directed IRAs such as: Unrelated Business Taxable Income (UBTI), Unrelated Debt Financed Income (UDFI), and other structural, operational and valuation issues.

"ADISA is a great conference 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 conference is a must attend event for anyone who is a sponsor, investment advisor, or broker looking to provide portfolio diversification advice to their clients," said Rajeev Kotyan, Principal at Innovative Advisory Group. "I hope that I can communicate to the attendees the importance of portfolio diversification using alternative investments from the perspective of a RIA."

The conference will cover topics such as REITs, 1031 exchanges, BDCs, due diligence, energy, oil & gas, real estate and more. If you are planning on attending the ADISA Spring Symposium or you will be in the New Orleans area from March 23rd 2015, you should stop by to hear how an RIA is advising clients to invest in alternative investments with a Self-directed IRA, and how it can work for you.

About Innovative Advisory Group
Innovative Advisory Group, LLC (IAG), an independent Registered Investment Advisory Firm, is bringing innovation to the wealth management industry by combining both traditional and alternative investments. IAG is unique in that they have an extensive understanding of the regulatory and financial considerations involved with self-directed IRAs and other retirement accounts. IAG advises clients on traditional investments, such as stocks, bonds, and mutual funds, as well as advising clients on alternative investments. IAG has a value-oriented approach to investing, which integrates specialized investment experience with extensive resources.

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Innovative Advisory Group
Lexington, MA
USA
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