At Innovest Portfolio Solutions, we are more than an investment firm.
We are thoughtful stewards responsible for our clients, professionals and community.
Innovest is an independent provider of investment-related consulting services for:
We are a nationally recognized benefit plan expert. We equip plan sponsors to effectively manage their fiduciary responsibilities in the areas of investments, custody and cost control.
We create custom solutions for nonprofits by developing an in-depth understanding of their individual goals, time horizons, risk tolerances and cash flow needs.
Families & Family Offices
We bring the best ideas from the institutional community and apply them to the individual investor, providing unique access to investment opportunities and leveraging knowledge and relationships.
CEO Richard Todd and President Wendy Dominguez left their Wall Street firm when company decisions were driven by returns for the firm's shareholders instead of its clients. They co-founded Innovest in 1996 with an objective to better serve clients in a conflict-free environment.