About Us

Investment management services are too often entangled with conflicts of interests. We believe that in order to avoid these conflicts, a firm must have the independence to be an objective advocate.  Innovest was founded with this purpose in mind.

Our founders trace their investment management consulting roots to the mid-1980s, when they founded the institutional consulting department at the boutique investment bank, Rauscher Pierce Refsnes. This experience inspired a desire for even greater independence and accountability as investment consultants.  As a result, Innovest was founded on July 1, 1996 with the mission to avoid all conflicts of interest and better serve clients

Innovest is an independent registered investment advisor, with approximately $3.5 billion under management. Our culture is client-centered, risk-focused, and performance-driven. Over the years, we have built a team of talented professionals with expertise in a variety of disciplines that benefit our clients. Relying on a talented staff, we serve a cross-section of clients which include high-net-worth families, large municipalities, respected corporate organizations, and prominent foundations. Our clients are not hiring a name, they are hiring a team.