LEAD IN TRUTH, PERSEVERE IN TRUTH, TRUST IN TRUTH, INVEST IN TRUTH

Guided by Catholic values, faith is foundational at Innovest. We specialize in helping faith-based institutions meet their investment goals and objectives.

Innovest: A National Leader in Catholic Investment Stewardship

Explore Our Published Resources

Gain insights from experts who integrate Catholic teachings with financial wisdom. Our articles cover a range of topics including ethical investing, market trends, and strategies for aligning your portfolio with your faith.

Christian Investing Ain’t What It Used to Be

By Richard Todd & Sarah Newman | Published by Christian Leadership Alliance

Leadership Essentials: A Modern Perspective

By Paul D’Alessandro | Published by U.S. Christian Chamber of Commerce

Investment Firm Develops Faith-Aligned 401(k) Plan

By Tyler Arnold of Catholic News Agency

When is the Best Time for a Nonprofit to Invest?

By Sarah Newman | Published by Christian Leadership Alliance

Faithful Approach to Investment Stewardship

By Peter Girard and Sarah Newman | Published by U.S. Chamber of Commerce

Six Key Tenets of Christian Investing

By Rich Todd | Published by Philanthropy Daily

7 Ways to Build a Morally Conscious Investment Portfolio

By Sloan Smith and Sarah Newman | Published by the National Catholic Register

Values & Investments

By Richard Todd and Sarah Newman | Published in the CLA Blog

Secular Firm Created a Christian Culture

By Richard Todd | Published by U.S.Christian Chamber of Commerce

Going Beyond Faith-based Portfolio Screening

By Richard Todd | Published by Christian Leadership Alliance

Advice for Working in a Secular Company

By Richard Todd | Published by Compass Catholic Ministries

Engaging Webinars & Podcasts

Investing God’s Money with Rich Todd | The Beatidudes

Funding Your Mission: Unlocking Kingdom Capital with Rich Todd | The Beacon Show with Tamara Jackson

Webinar: What Is Mensuram Bonam and How Is It Different from the USCCB Guidelines?

Three Areas Where Your Business - and Religious Freedoms - Are Must Vulnerable

Defending Truth & Freedom as Catholics

Ready to Start Your Faith-Based Investing Journey?

Have questions or need personalized advice? We’re here to help you navigate the path to ethical and faith-aligned investing.

Contact Sarah Newman, Principal, at snewman@innovestinc.com or (303) 694-1900 ext. 325

Disclaimer: The performance included is not a composite and is not representative of the performance of all or any group of Innovest clients. This client account was selected for inclusion based on the length of the client relationship, the account's historical performance, the account's composition characteristics, and the client's reporting requirements. As a result, the portfolio included may have better return or risk characteristics than other client's portfolios. The portfolio included may also have different risk and return objectives than you do. Past performance is no guarantee of future results. The market and economic environment in which the included performance was achieved should not be expected to be typical or repeated in the future. The investments included in this portfolio were not insured by the FDIC and involve investment risks, including the possible loss of all principal.

Catholic Portfolio Services

Being Invested in Your Mission captures our passion as a community advocate, partnering alongside our clients in their service to others. We actively support our clients’ missions through financial contributions and community service projects. We hire individuals that have a history of service to their community and giving back. Service to the community is included in every employee’s annual performance review. We have assembled a diverse team of professionals from different backgrounds, yet with a common commitment to service. In 2023 alone, our firm volunteered 3,300+ hours in the community.  

We create custom solutions for Catholic organizations by developing an in-depth understanding of their individual goals, time horizons, risk tolerances, investment restrictions, and cash flow needs. We are focused on building donor connections, providing organizational marketing support, and reducing portfolio administrative burden for our clients.

  • Foundations, Endowments, Operating Reserves, Retirement Plans

  • Skilled in designing portfolios aligned with the values of the organization

  • Extensive experience working with faith-based institutions

  • Custom portfolio design with a focus on risk mitigation

  • Transparent reporting from our fiduciary lens to aid in decision making

  • Steady back-office support and reduced administrative burden for our clients are part of our uncommon standard of service delivery.