Innovest is 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 Retirement Plans, Nonprofits, Families, Individuals, and Family Offices.
Uncommon Service
At Innovest, you will find that our service is anything but common. Steady back-office support and reduced administrative burden for our clients are part of our uncommon standard of service delivery. Striving to deliver exceptional service and results to our clients is our highest priority. In 2023, we scored a Net Promoter Score of 86 in our client customer survey.
*According to customerguage.com, the NPS Score in 2023 for Financial Services is 44.
We are proud to be a charitably-focused firm
Innovest was built on a mission of stewardship.
Our commitment to philanthropy is woven through the fabric of our firm. We know that we can make the greatest impact on our community by supporting causes that are important to our neighbors, employees, and clients. We actively support our clients’ missions through financial contributions and community service projects.
Mission
We are more than an investment firm. We are thoughtful stewards responsible for our clients, professionals and community.
Vision
Building client trust and confidence through thoughtful stewardship, innovation and excellence.
Our Values
Unwavering Client Service
Our clients come first. We expect each client to feel that they truly are our most important client. Quality client communication is crucial.
Add Value to Clients
Clients trust us because we provide advice and services that are worth more than our compensation. We focus on effective stewardship of our clients’ unique needs.
Integrity
Based on the expertise and objectivity of Innovest's advice, our clients make informed and prudent decisions. Our clients know that their interests are our interests. We are a fiduciary, and we are unconflicted in meeting their needs.
Build Community
We must continually earn the respect of our clients. We strive to have our clients and associates consider themselves to be proud and privileged to be a part of our firm's success.
Hire Great People
Our people continually develop their skills along with a value system of honesty, professional service, respectfulness, and responsiveness.
Teamwork
Clients must benefit from every encounter with Innovest employees. We are passionate for our clients’ success.
Constant Improvement
Our humility and dedication to excellence causes us to constantly reflect on ways to improve.
Treat People Well
We strive to treat all people with respect, warmth, and patience in all circumstances.
Our Proven Process
Both our investment and internal processes are the cornerstones of our business and demand respect and commitment by every individual.
Hard Work
Through total commitment and dedication, we have created an environment that is exciting, fun, and demanding, yet rewarding. We expect our culture and success to make hard work a fulfilling experience.
Stay Focused
We need to ensure that our firm is stable in an unstable industry. Continuity promotes client confidence.
Balance
We strive to maintain the intricate balance of being large enough to achieve economies of scale, but small enough to maintain relationships based on intimacy, loyalty, friendship, and candor.