Recently Published 

As industry leaders in investment and fiduciary matters, principals at Innovest publish timely articles in the Denver Business Journal, Pensions & Investments, Family Office Magazine, TEXPERS, PlanSponsor, BenefitsPro, and others. 

2024

2023

Vice President Paul D’Alessandro’s article, “Philanthropy 2.0: Why Nonprofits Need a Bold Vision,” was published by NonProfit Pro

Principal Sloan Smith contributed to the article, “Allocating Overseas,” in CityWire’s Due Diligence Report

Principal, Steven Fraley, and Vice President, Brett Minnick’s article, “Equity Market Concentrations and the AI Revolution,” was published in Advisor Perspectives

Analyst Assistant Austin Cleveland’s article, “Fixed Income Functions,” was quoted in Citywire.com’s Due Diligence Report

Principal, Troy Jensen, and Vice President, Kyli Soto’s article, “Should They Stay or Should They Go?” was published by 401K Specialist

Vice President, Brett Minnick, and Senior Lead Analyst, Sydney Aeschlimann’s article, “The Case for Mid-Cap Equities,” was published by Financial Advisor Magazine

Principal Sloan Smith’s article, “Will Higher Cash Returns Hurt Hedge Fund Managers?” was published in the Autumn issue of Family Office Magazine   

“Why Disaster Preparedness is a Critical Imperative for Every Nonprofit - Regardless of Mission,” by Vice President Paul D’Alessandro was published by Nonprofit Pro

The Denver Business Journal announced Principal Christian O’Dwyer’s return to Innovest in the People on The Move Section

Principal Sloan Smith and Lead Senior Analyst Cos Braswell’s article, “Private Debt - the Appeal After Bank Failure,” was published by Advisor Perspectives

Vice President, Frank Cornett’s article, “What Cyclical Markets Mean to Clients,” was published by Financial Advisor Magazine

“The End of Traditional Fundraising Jobs and What to Do About It,” by Vice President, Paul D’Alessandro, was published by NonprofitPro

Innovest CEO Richard Todd’s article, “Investors: Beware the Wall Street sales culture,” was published in the Denver Business Journal

Paul D’Alessandro, Innovest Vice President, had his article, “Why Wealthy Donors are Distancing Themselves from Nonprofits,” published by NonprofitPro

The Denver Business Journal included Innovest Vice President Jason Romero in their “People on the Move” section

Principal, Steven Fraley, CFA, MBA, was quoted in Citywire.com’s 2023 Due Diligence Report

Paul D’Alessandro, Innovest Vice President, had his article, “The Donor-Centered Approach to Major Gift Fundraising,” published by NonprofitPro

Principal Steven Fraley and Vice President Nancy Rimington’s article, “Hard Landing, Soft Landing, or No Landing at All?” was published by Advisor Perspectives

Innovest CEO Rich Todd’s article, “The Benefits of Stewardship Culture,” was published on Amphil’s Philanthropy Daily blog

President, Principal, & Co-founder, Wendy Dominguez was interviewed for PLANSPONSOR’s article, “Employers Discuss Why They Use Vendor Search Consultants”

“Is a Case Statement Essential to Fundraising Success?” by Innovest Vice President, Paul D’Alessandro was published in NonprofitPro

Principal Sloan Smith’s article, “Hot Spot: Private Equity Secondaries” was published in the Citywire Due Diligence Report

Innovest’s CIO services were featured in Family Office Magazine

Innovest Vice President, Paul D’Alessandro’s article, “Why Impact Investing is Better for Social Good,” was published by NonprofitPro

Innovest was named a 2022 Top DC Advisor by NAPA

Innovest Vice President, Nancy Rimington, was featured in PLANSPONSOR’s article, “Innovest Portfolio Solutions fills Retirement Plan Consulting Role”

Innovest Vice President, Paul D’Alessandro’s article, “Demystifying Overreliance on Tax Findings as Predictive of Future Results,” was published in NonprofitPro

Innovest CEO, Richard Todd, quoted in,"13 Pieces of Business Advice that Have Helped Leaders Along the Way,” an article featured in the Denver Business Journal

Innovest Vice President, Paul D’Alessandro’s article, “Donors: Beware of Nonprofits,” was published in NonProfitPro

Vice President Brett Minnick and Vice President Kyli Soto’s article, “Does your 401k Plan Offer the Best Cash Options: What do employers need to know about capital preservation,” was published by BenefitsPro

2022

Innovest Named a Best Place to Work by Pensions & Investments in 2022.

Innovest Consultants, Dustin Roberts, and Frank Cornett, had their article, “Your 7 Point Year End Retirement Check List,” published by 401K Specialist

Senior Analysts Peter Girard and Jack Schutzius had their article, “Consumer Sentiment and the Value of Long Term Investing,” published by Advisor Perspectives

Principal & Director Sloan Smith’s article, “The Success of Alternatives in 2022: Can it Continue?,” was published by Financial Advisor Magazine

Vice President & Director, Steven Fraley’s article, “Following a Strong 2021, 2022 has been a Tough Year for the Global Economy,” was published by TEXPERS

Innovest President, Wendy Dominguez, and Innovest Principal, Rick Rodgers’ article, “Back to the Future? Monetization of the 401(k) Participant Relationship,” was published by 401(k)Specialist

Innovest CEO Richard Todd’s article, “Three classic investing lessons that never get old,” was published by the Denver Business Journal

Principal & Director Sloan Smith’s article, “Real Assets: Potential Alternate Source of Growth and Income,” was published in the Summer issue of Family Office Magazine

Cos Braswell, MS, Lead Senior Analyst and Peter Girard, Senior Analyst’s article, “The Growth of Liquid Alternatives,” was published by Financial Advisor

Innovest Principals Gordon Tewell and Troy Jensen’s article, “Inflation Fighting Considerations in 401(k) Plans,” was published by 401(k) Specialist

Innovest CEO Richard Todd’s article, “Nonprofits: Five questions to help construct your investment portfolio,” was published by the Denver Business Journal

Principal & Director, Sloan Smith’s article, “The Importance of High Quality Manager Access in Alternative Investing,” was published by Financial Advisor Magazine

“Fixing the 40 in Defined Contribution Plans,” by Senior Client Manager Brett Minnick was published by 401k Specialist magazine

Innovest Vice President, Natalie Roderick’s article, “How to Grow Operating Reserves,” was published on the Christian Leadership Alliance Blog

Innovest CEO Richard Todd’s article, “Beware the Investment Advisors Book of Business Model,” was published by the Denver Business Journal

Innovest was named a 2021 Top DC Advisor by NAPA

An interview with Innovest Principal and Director Sloan Smith appeared in the Allocator Sentiment chapter of the Hedgeweek Global Outlook 2022 report

Innovest Vice Presidents, Steven Fraley and Natalie Roderick’s article, “Is Your Nonprofit Considering Mission-Aligned Investing?” was published by the Arizona Society of CPAs

Innovest Principal Steven Karsh authored “The Ups and Downs of the Stock Market,” published in the finance section of Articulator Magazine's 1st quarter 2022 issue

Innovest CEO Richard Todd authored “On-site Due Diligence is Going by the Wayside to the Detriment of the Investor,” recently published by the Denver Business Journal

Innovest President and Co-founder Wendy Dominguez was interviewed on the Faith and Finance Podcast

“Collective Investment Trust Considerations for Plan Sponsors,” by Innovest Senior Client Manager, Brett Minnick, was published by BenefitsPro

Innovest Principal Scott O. Middleton, CFA, CIMA®, and Analyst Peter Girard co-authored “China: In The Red” published by Financial Advisor Magazine

2021

“Managing Concentrated Stock Risk,” by Innovest Principal Sloan Smith, CAIA, MBA, CPWA published by Family Office Magazine

Innovest named one of the “Best Places to Work in Money Management” by Pensions & Investments

“7 Ways to Build a Morally Conscious Investment Portfolio” by Sloan Smith, Principal & Director, and Sarah Newman, Vice President was published in the National Catholic Register

Innovest was named to the 2021 Denver-area Corporate Philanthropists list by the Denver Business Journal

“The Re-Monetization of Retirement Plans with Managed Accounts,” By Innovest Principal Rick Rodgers, and Senior Analyst, Kristin Lee was published by 401(k) Specialist

“Defined Contribution Recordkeeper Consolidation Continues,” by Innovest Vice President, Dustin Roberts, was published by TEXPERS.

Innovest named to PlanAdviser’s 2021 Top 100 Retirement Plan Advisers

"Unprecedented Times,” By Innovest Principal, Steve Karsh, was published by Articulator Magazine.

“Considering an investment advisor: Here are the key questions you need to ask,” by Innovest CEO, Richard Todd, was published in the Denver Business Journal.

“Investing in a Rising Interest Rate Environment,” by Steven Fraley was published by BenefitsPro.

“The Dilution of the Retirement Plan Fiduciary,” by Rick Rodgers and Kristin Lee was published by 401k Specialist

Innovest was named a 2020 Top DC Advisor by NAPA

“Why Investors Should Choose Process Over Prediction,” by Richard Todd was published by the Denver Business Journal

“Rethinking Operating Reserves,” by Richard Todd and Natalie Roderick was published by ColoradoBiz Magazine

“Venture Capital After a Downturn: the opportunities and risks,” by Sloan Smith was published by Family Office Magazine

“How Recordkeeper Acquistions Trends Impacts Retirement Plan Sponsors,” by Dustin Roberts was published by TEXPERS.

“Why Creating Income Solutions for Target Date Funds is so Important,” by Gordon Tewell and Kristin Lee was published by 401k Specialist

“Industry Analysis: Defined contribution world is changing - for the better” by Brett Minnick published by Accounting Today

2020

“Predictions, Predictions, Predictions - Process Wins Over Prognostication” by Steven Karsh was published by The Articulator

Innovest Named one of the “Best Places to Work in Money Management” by Pensions & Investments

“Using Operational Controls to Mitigate Fiduciary Risk” by Kristin Lee and Josh Shapiro was published by BenefitsPro.com

PLANADVISER featured Gordon Tewell in “15th Anniversary of RPAY: Innovest Portfolio Solutions”

“The New Challenge for the 60/40 Portfolio” by Steven Karsh was published by The Articulator

“Retirement Planning During a Recession” by Kristin Lee, and Jordan Rice was published by BenefitsPro.com

Innovest was featured in the PLANSPONSOR article, “Important Considerations for the RFP Process”

Rich Todd was featured in the Colorado Member Spotlight by the Economic Club of Colorado

“Defined Contribution Retirement Plan Fees: Lawsuits, Leveling, and Lessons Learned” by Kyli Soto and Paul Nacario was published by TEXPERS

“The Impact of Rebalancing on Risk, Returns, and Recovery” by Mike Corbett was published by Advisor Perspectives

“Considerations for Employer Retirement Plan Contributions during Coronavirus” by Troy Jensen published by NAGDCA

Steven Fraley quoted in Citywire.com article, “Risky Heights”

Innovest named as a Top DC Advisor by the National Association of Plan Advisors

Rich Todd quoted in RealAssets Advisor article, “Roundtable: How will investing by family offices change as wealth is transferred to a new generation?”

Raven Takes Benedictine Mission into Finance - The Gregorian Institute

What You Need to Know About Student Loan Programs and Consolidation by Marianne Marvez was published by BenefitsPro.Com

2019

Advisors Giving Back - Innovest’s Culture of Compassion, article featured in PlanAdviser

Innovest Named One of the “Best Places to Work in Money Management” by Pensions & Investments

Improving a Retirement Plan Committee Through Diversity with Gordon Tewell in Plan Sponsor

Using Active Choice to Engage Retirement Plan Participants by Abigail Thomas was published by BenefitsPro.com

Guidance on Missing Participants by Marianne Marvez was published by BenefitsPro.com

Increase Participant Engagement with Investment Menu Simplification by Cheryl Wilks was published by BenefitsPro.com

Innovest Named Top 13 Best Financial Advisors in Denver & Colorado Springs by AdvisoryHQ

Innovest retained by City of Scottsdale featured in Pensions & Investments

Kelly James Featured in Colorado State University Alumni Magazine

Innovest Family Office Announcement Featured in the Denver Business Journal

Innovest Family Office featured in the Denver Business Journal, “She Helped Rock Stars Manage Their Money: Now her focus is family wealth in Denver”

Innovest Named to PlanAdviser’s 2019 Top 100 Retirement Plan Advisers

Innovest featured in ColoradoBiz article, “College Savings Act Brings New Opportunity for Employers”

Innovest COO Peter Mustian Named to ColoradoBiz’s 2019 Top 25 Young Professionals



2018

Innovest Named a 2018 Top DC Advisor by NAPA

Innovest Ranked a Best Place to Work in Money Management by Pensions & Investments

Innovest President Wendy Dominguex named a Who’s Who in Impact Investing by the Denver Business Journal

ColoradoBiz publishes Vice President Chris Meyer’s article, “Mixing Politics and Money - A Sure Thing?”

Innovest Named the Winner of ColoradoBiz magazine's Top Company in the Financial Services Category

Innovest CEO Richard Todd was interviewed for Real Assets Adviser "Roundtable: What Will it Take to Attract the Next Generation of Advisers to the Private Wealth Business"

Innovest President Wendy Dominguez interviewed for Denver Business Journal's, "Table of Experts: Women Leading the Way"

Innovest CEO Richard Todd featured in Vision article, "A 'no cowboys' approach to financial stewardship."

Paul Nacario and Chuck Skalder joining Innovest covered by PLANSPONSOR

"Cryptocurrencies: A Role in Client Portfolios?" by Sloan Smith published by Family Office Elite

"11 Tips to Reduce Retirement Plan Litigation" by Gordon Tewell published by BenefitsPro

Leadership with Heart Podcast interviews CEO Richard Todd

"How to Navigate the Social Security Puzzle" by Christian O'Dwyer published by ColoradoBiz magazine

Innovest CEO Richard Todd featured in the Real Assets cover story, "The Call of Stewardship"

Innovest named to PLANADVISER'S 2018 list of the Top 100 Retirement Plan Advisers

Innovest President Wendy Dominguez featured in the University of Denver Daniels College of Business BizNotes



2017

Innovest Named One of the "Best Places to Work in Money Management" by Pension & Investments

Innovest CEO Richard Todd a ColoradoBiz Magazine CEO of the Year Finalist

Wendy Dominguez quoted in CFA Institute Magazine article, "Changing Client Needs Create Opportunities."

"Active-choice: An enrollment alternative worth considering" by Abigail Thomas published in Employee Benefit Adviser

"Fill Your Investment Basket with a Variety of Assets to Reduce Overall Risk" by Rick Rodgers published by the Texas Association of Public Employee Retirement Systems.

Innovest President Wendy Dominguez named a Denver Business Journal Outstanding Women in Business finalist for 2017.

"Managed Accounts: Are They Right for your Plan Sponsor Clients?" by Jared Martin was published by 401(k) Specialist.

Nicholas Rotello interviewed for the Kiplinger article, "Boost Your Income With Stock Options."

"Fostering a Culture of Compliance" by Chris Meyer published by Advisor Perspectives.

"Diversification: Slowly Dying or Still Alive?" by Sloan Smith and Steve Karsh published by Family Office Magazine

Rocky Mountain Nonprofit Conference covered by NonProfit News

Innovest mentioned by Pensions & Investments

Natalie Roderick joining Innovest covered by the Denver Business Journal

"How to Communicate with All Five Generations in the Workplace" by Marianne Marvez published by Employee Benefit News

"Innovest Portfolio Solutions Acquires Consultant Seven Two Partners" published by Pensions & Investments

"Innovest Acquires Seven Two Partners" published by NonProfit News

"City and County of Denver Deferred Compensation Plan Retains Innovest" published by Pensions & Investments



2016

Innovest Named One of the "Best Places to Work in Money Management" by Pensions & Investments

Innovest featured as Financial Advisor's November cover story, "Institutional Minds, High-End Practice."

"Connecting Business and Stewardship," by Richard Todd published by Legatus Magazine

"Wendy Dominguez Doesn't Know the Meaning of Quit," published by the Denver Business Journal

"How to Select the Right Target Date Fund for a Client's 401(k)" by Wendy Dominguez published by 401(k) Specialist

Innovest the focus of the 401(k) Specialist article, "Why Treat 401(k) Participants Like Large Endowments?"

"Considerations When a Family Selects an Outsourced CIO" by Scott Middleton, Jonathan Thomas and Chris Meyer published by Family Office Elite Magazine.

Wendy Dominguez quoted in the WealthManagement.com article, "Developing Top-Tier Plan Consultants."

Innovest Named to PLANADVISER'S 2016 Top 100 Retirement Plan Advisers

Wendy Dominguez featured as the "Public Persona" in Colorado Expressions magazine

Jerry Huggins quoted in WealthManagement.com article, "Getting Formal With an Investment Policy Statement."

Wendy Dominguez named one of the top "25 Most Influential Women in Benefit Advising" by Employee Benefit Advisor for the second year in a row.

Innovest CEO Richard Todd interviewed for The Entrepreneurial Wealth Manager Podcast

"At Innovest, Attention to Risk Yields Rewards for Clients," published by NonProfit News.

"Colo. County Deferred Comp Selects Consultant" covered by fin|daily.

"Aurora Pubic Schools Selects a 403(b) Provider" covered by The 401(k) Wire

NonProfit News covers the Catholic Foundation of Northern Colorado hiring Innovest

Scott Middleton quoted in CFA Institute Magazine article, "Art Lessons."

"401(k) Keys to a Responsible Plan: Trust, but Verify" by Gordon Tewell published by 401(k) Specialist

Innovest ranked in the Top 100 Retirement Plan Advisers in the nation by PLANADVISER

Gordon Tewell quoted in PLANSPONSOR article, "For Their Own Good."

Mick Bleyle quoted in Institutional Investor article, "Impact Investments Strike a Chord with RIA Clients"

"Longmont, Colo. sticks with Innovest for 3 pension plans," featured in Pensions & Investments