We are more than an investment firm. We are thoughtful stewards responsible for our clients, professionals and community.


Building client trust and confidence through thoughtful stewardship, innovation and excellence.

Our Bedrock Principles:

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.


Based on the expertise and objectivity of Innovest's advice, our clients make informed and prudent decisions.

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.


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.


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.