About Us
Innovest Portfolio Solutions LLC is an
independent provider of investment related consulting services
to trustees, fiduciaries, plan sponsors, and high net worth
individuals.
• Innovest is 100% employee
owned
• 20 professionals with
11-person Research Committee
• Fee only providing
conflict-free advice
Innovest Advantage:
• Depth in expertise through team consulting
approach
• Regional firm headquartered in Colorado
• Professionals with a variety of degrees and disciplines:
>
Chartered Financial Analysts
>
Certified Public Accountants
> Juris
Doctor
>
Certified Employee Benefits Specialists
>
Certified Investment Management Consultants
>
Accredited Investment Fiduciaries
>
Masters of Business Administration
>
Masters of Finance
• Services provided for our clients:
>
Comprehensive investment program review and evaluation
>
Complete design or re-design of portfolios/program
>
Custodial evaluation and selection
>
Investment manager evaluation and selection
>
Retirement plan vendor RFP development, evaluation and selection
>
Investment policy development
>
Fiduciary safeguard review and development
>
Asset allocation review and modeling
>
Performance measurement and attribution
>
Alternative investment evaluation and selection
>
Technology assistance
>
Portfolio accounting
>
Expert witness testimony
>
Employee benefits communication
>
Participant and trustee education
Contents copyright 2005, all rights
reserved. Innovest Portfolio Solutions LLC