Meet Our People

The Innovest culture is defined by our mission of stewardship. We are not just an investment firm; we are thoughtful stewards responsible for our clients, professionals, and community. The most important component of the Innovest culture is the emphasis on hiring and developing high-character, talented professionals who share the Innovest Mission & Values.

Read more about true teamwork & our conflict-free team

Principals & Leadership

Vice Presidents

Professionals

True Teamwork

Conflict-free, in every way.

Innovest operates differently from the prevailing industry standard, where advisors and consultants are “producers” with individual books of business and compensation is driven by how much they sell. Much of our success as a low-turnover firm is rooted in our collegiality, culture, and interdependence on each other, a philosophy that in turn attracts excellent professionals to join in our mission. We want the best thinking of each member of the firm, and our clients benefit when that thinking isn’t conflicted by the pressure to sell.

The too-common “book of business” structure creates a model that is detrimental to the client. The individual advisor/consultant:

+  is motivated to stress revenue growth and sell new business and products, at the cost of client service.  At Innovest, we have strict metrics around the number of clients per consultant and per employee. We are fee-only and have no conflicts of interest.

+ competes with other advisors/consultants for new business and for internal resources. That creates a damaging culture, resulting in high employee and professional turnover. Innovest works as a team, and compensation is not driven by new revenue.

+ may be out of his or her depth and skillset with certain clients but are incentivized to chase the revenue, nonetheless. At Innovest, our professionals have varied backgrounds and skills, with consultant teams determined by expertise and a collaborative ability to solve client issues. 

+ often carries their book of business from one firm to the next, receiving very lucrative compensation packages – often at the expense of the client. At Innovest, clients recognize the deep menu of services and personnel. Client retention is 98%.

+ can deliver inconsistent advice from advisor to advisor. In Innovest’s institutional, interdependent approach, advice is very consistent from client to client, with appropriate checks and balances to ensure quality advice. 

Innovest has blazed a new path, rooted in the novel premise that advocating and acting for our clients is best achieved when we remove what is purely not in their best interest. We are conflict-free in every way. Innovest clients can rest assured that nothing stands in the way of their goals. The beneficiary of our work should be you, not the advisor.