Our Services
Innovest provides investment and fiduciary
related consulting services to retirement plans,
not-for-profits, wealthy families, and other institutional
investors. Independence and objectivity are key
characteristics of the firm which allows our advice to be
solely in the interests of our clients. The cornerstone
of Innovest is investment research with a particular focus on
intensive investment manager evaluation of both traditional and
alternative managers and strategies. Innovest provides
advice on a fee-only basis to ensure integrity and eliminate
any misaligned interests.
Innovest works as a team, drawing from our
deep, experienced professional staff in providing advice to
clients with assets ranging from under $5 million to over $1
billion. Clients include some of the largest
municipalities to some of the highest net worth families in the
country. In addition, Innovest is frequently retained as
an expert
witness in cases involving
investments and fiduciaries.
Contents copyright 2005, all rights
reserved. Innovest Portfolio Solutions LLC