Rich Todd, Managing Principal & Co-Founder
It was nice to see the markets finish strongly, putting icing on the cake of a successful 2010. We are blessed to have so many wonderful clients and friends, as well as a hardworking loyal team, as we enter our 15th year at Innovest.
Innovest has made some significant technological upgrades, and many of you saw some of the reporting changes in the last quarter of the year. The reports will not only be more visually appealing, but importantly, will have performance attribution upgrades, particularly at the total portfolio level. The performance report change process will be completed by mid-2011.
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