As industry leaders in investment and fiduciary matters, principals at Innovest publish timely articles in the Denver Business Journal, Financial Advisor Magazine, Private Asset Management, Defined Contribution News, Pensions & Investments, The CPA Journal, Philanthropy Management, and PlanSponsor

In addition, Innovest publishes monthly market commentaries, blog entries (news and research on the markets and fiduciary responsibilities), compliance bulletins and a quarterly newsletter, The Research Report.


2018

Paul Nacario and Chuck Skalder joining Innovest covered by PLANSPONSOR

"Cryptocurrencies: A Role in Client Portfolios?" by Sloan Smith published by Family Office Elite

Innovest CEO Richard Todd featured in the Vision article, "A 'No Cowboys' Approach to Financial Stewardship."

"11 Tips to Reduce Retirement Plan Litigation Risk" by Gordon Tewell published by BenefitsPRO

"Q&A: Navigating the Social Security Puzzle" by Christian O'Dwyer published by ColoradoBiz Magazine

Innovest CEO Richard Todd featured in the Real Assets cover story, "The Call of Stewardship"

Innovest named to PLANADVISER'S 2018 list of the Top 100 Retirement Plan Advisers

Innovest President Wendy Dominguez featured in the University of Denver Daniels College of Business BizNotes

2017

Innovest Named One of the "Best Places to Work in Money Management" by Pension & Investments

Innovest CEO Richard Todd a ColoradoBiz Magazine CEO of the Year Finalist

Wendy Dominguez quoted in CFA Institute Magazine article, "Changing Client Needs Create Opportunities."

"Active-choice: An enrollment alternative worth considering" by Abigail Thomas published in Employee Benefit Adviser

"Fill Your Investment Basket with a Variety of Assets to Reduce Overall Risk" by Rick Rodgers published by the Texas Association of Public Employee Retirement Systems.

Innovest President Wendy Dominguez named a Denver Business Journal Outstanding Women in Business finalist for 2017.

"Managed Accounts: Are They Right for your Plan Sponsor Clients?" by Jared Martin was published by 401(k) Specialist.

Nicholas Rotello interviewed for the Kiplinger article, "Boost Your Income With Stock Options."

"Fostering a Culture of Compliance" by Chris Meyer published by Advisor Perspectives.

"Diversification: Slowly Dying or Still Alive?" by Sloan Smith and Steve Karsh published by Family Office Magazine

Rocky Mountain Nonprofit Conference covered by NonProfit News

Innovest mentioned by Pensions & Investments

Natalie Roderick joining Innovest covered by the Denver Business Journal

"How to Communicate with All Five Generations in the Workplace" by Marianne Marvez published by Employee Benefit News

"Innovest Portfolio Solutions Acquires Consultant Seven Two Partners" published by Pensions & Investments

"Innovest Acquires Seven Two Partners" published by NonProfit News

"City and County of Denver Deferred Compensation Plan Retains Innovest" published by Pensions & Investments

2016

Innovest Named One of the "Best Places to Work in Money Management" by Pensions & Investments.

Innovest featured as Financial Advisor's November cover story, "Institutional Minds, High-End Practice."

"Connecting Business and Stewardship," by Richard Todd published by Legatus Magazine

"Wendy Dominguez Doesn't Know the Meaning of Quit," published by the Denver Business Journal

"How to Select the Right Target Date Fund for a Client's 401(k)" by Wendy Dominguez published by 401(k) Specialist

Innovest the focus of the 401(k) Specialist article, "Why Treat 401(k) Participants Like Large Endowments?"

"Considerations When a Family Selects an Outsourced CIO" by Scott Middleton, Jonathan Thomas and Chris Meyer published by Family Office Elite Magazine.

Wendy Dominguez quoted in the WealthManagement.com article, "Developing Top-Tier Plan Consultants."

Innovest Named to PLANADVISER'S 2016 Top 100 Retirement Plan Advisers

Wendy Dominguez featured as the "Public Persona" in Colorado Expressions magazine

Jerry Huggins quoted in WealthManagement.com article, "Getting Formal With an Investment Policy Statement."

Wendy Dominguez named one of the top "25 Most Influential Women in Benefit Advising" by Employee Benefit Advisor for the second year in a row.

Innovest CEO Richard Todd interviewed for The Entrepreneurial Wealth Manager Podcast

"At Innovest, Attention to Risk Yields Rewards for Clients," published by NonProfit News.

"Colo. County Deferred Comp Selects Consultant" covered by fin|daily.

"Aurora Pubic Schools Selects a 403(b) Provider" covered by The 401(k) Wire

NonProfit News covers the Catholic Foundation of Northern Colorado hiring Innovest

Scott Middleton quoted in CFA Institute Magazine article, "Art Lessons."

"401(k) Keys to a Responsible Plan: Trust, but Verify" by Gordon Tewell published by 401(k) Specialist

Innovest ranked in the Top 100 Retirement Plan Advisers in the nation by PLANADVISER

Denver Business Journal ranks Innovest as the #1 Investment Manager in Colorado

Gordon Tewell quoted in PLANSPONSOR article, "For Their Own Good."

Mick Bleyle quoted in Institutional Investor article, "Impact Investments Strike a Chord with RIA Clients"

"Longmont, Colo. sticks with Innovest for 3 pension plans," featured in Pensions & Investments

2015

Richard Todd quoted in Institutional Investor article, "Keep Family Disputes from Sinking Family Finances."

"How to Build a Company With a Culture of Stewardship" by Richard Todd published by Chief Executive Magazine

"Financial Advisers: Friend or Foe?" by Marianne Marvez published on Employee Benefit News' blog

Innovest is a Top Company 2015 Finalist for ColoradoBiz Magazine

"Why are Emerging Markets Submerging?" by Chris Meyer published in ThinkAdvisor

Innovest selected as a Top Company Awards finalist by ColoradoBiz Magazine

"7 Components of a Financial Wellness Program," by Marianne Marvez published on Employee Benefit News' blog

"How O.J. Simpson and Lance Armstrong Protected Their Millions," by Martin Walsh published by WealthManagement.com

"The Challenge of Creating Income in Retirement," by Gordon Tewell published in Financial Advisor Online.

"The Difficulty And Costs of Timing the Market," by Chris Meyer published in Financial Advisor Online.

Gordon Tewell Quoted in PLANSPONSOR article, "PSNC 2015: Plan Decumulation Strategies and Products."

Innovest Featured in Forbes, "The $12 Billion Denver Wealth Manager That's Ahead Of The Curve, Not Chasing It."

Assessing the Current Role of Fixed Income and Risk Assets

Innovest's Work Featured in Pensions & Investments

Innovest Featured in Denver Business Journal Article "Innovest Ahead of 'Objective Advocacy Trend"

Wendy Dominguez Interviewed for Fox Business', "Investment Tips for Boomers."

2014

Wendy Dominguez one of, "The Most Influential Women in Benefit Advising," by Employee Benefit Adviser.

Steven Karsh Quoted in The Wall Street Journal article, "How to Play the Real-Estate Market."

2014 PLANSPONSOR Retirement Plan Adviser Team of the Year Winner

Scott Middleton - Financial Roundtable

Retirement Plan Adviser Team of the Year Finalist

Alternative Investment Checklist

The Perfect Storm: Why Alts Make Sense

Evaluating In-Plan Guaranteed Income Alternatives

2013

How DC Plans Can Use Alternatives

Scott Middleton - Quarterly Financial Roundtable

DOL's Tips Regarding Target-Date Retirement Funds

Avoid Common Pension Oversight Mistakes

Protecting Retirement for Our Country's Educators

Taking a Cue from Institutions, by Richard Todd

Scott Middleton Quoted in Denver Catholic Register

The Bear, the Bull - and the 10 Lessons Learned

Jerry Huggins Quoted in Employee Benefit Adviser

2012

Richard Todd Interview with Purposeful Planning

Fund Ratings Not All They're Cracked Up to Be

The Impact of Fees on Participant Outcomes

The Good and Bad of Investment Committees & Boards

Tough Choice for Non-Profits

Driving Successful Participant Outcomes

Dodd Frank: An Opportunity for Family Offices

Beyond the Asset Allocation of Commodities

2011

Emotions Drive Investor Decisions

Current Defined Contribution Issues

Privatization of State & Local Governments?