Who We Are
Investment management services are too often entangled with conflicts of interest. 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. We are not just an investment firm. We are stewards to our clients, employees, and the community.
Innovest Portfolio Solutions, LLC is an independent provider of investment-related consulting services. Innovest works on a fee-only basis and believes that there is an inherent conflict of interest if the organization that provides advice also receives remuneration from investments or vendors used as a result of that advice. We have assembled a team of professionals with a variety of financial disciplines, including holders of the Chartered Financial Analyst® (CFA) designation, Certified Investment Management Analysts (CIMA), Accredited Investment Fiduciaries (AIF), and a number of MBAs.
Innovest is an independent registered investment advisor with a client-centered, risk-mitigation, and performance-driven culture. We serve a cross-section of clients, including high-net-worth families, family offices, large municipalities, respected corporate organizations, and prominent foundations. Our clients are not hiring a name, they are hiring a team.
The founding of Innovest on July 1, 1996, was rooted in the principles of fiduciary investing. Innovest has been creating innovative and customized solutions for our clients throughout our history. In 1996, Innovest pioneered the development of custom model portfolios for our retirement plan clients, and was an industry leader in integrating alternative investments in client portfolios.
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