Innovest proudly supports Christian Leadership Alliance!

Faith-Based Clients Investment 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 2021 alone, our firm volunteered over 2,500 hours in the community.  

We create custom solutions for faith-based 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.