Innovest serves boards, committees and trustees by creating comprehensive and custom investment solutions that instill confidence in donors and their ability to fulfill their mission.
We serve every aspect of nonprofits:
Creating Custom Solutions for You
We bring the best ideas from our more than 20 years in business and promote best practices for the prudent management of an organization’s assets. Depending on your needs, our investment services can span the entire spectrum of discretionary or nondiscretionary advice. Our significant experience in the foundation, endowment and nonprofit marketplace has helped us evaluate and design leading-edge solutions for our clients.
Designing a Portfolio to Reach Your Goals
We apply an innovative thought process with the objective of designing portfolios to meet your goals while minimizing unnecessary volatility. Utilizing proper diversification techniques, we help investment committees navigate the total spectrum of market environments.
We quantify each client’s downside risk tolerance, return objectives and other important goals.
Acting in Your Best Interest
We work as co-fiduciaries integrating your mission with your spending and investment policies. We equip you with the knowledge and tools to effectively manage your fiduciary responsibilities. Further, our fee-only compensation promotes total objectivity.
Earning Your Confidence through an Experienced and Credentialed Team
Our team is comprised of professionals who possess talent and integrity. Innovest team members have comprehensive backgrounds in investment consulting, money management, trading, alternative due diligence, accounting, benefits consulting and fiduciary consulting. Our consultants average more than 20 years of industry experience.