Rick Rodgers, AIFA®

Principal

Rick is a Principal and Consultant at Innovest Portfolio Solutions. He is a member of Innovest’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. Rick also serves on Innovest’s Investment Committee, which meets biweekly to review markets, evaluate investment managers, and make forward-looking recommendations—ensuring our guidance is timely, data-driven, and aligned with our fiduciary duty. He is also responsible for new business development in Innovest’s retirement plan practice.

With more than 35 years of experience working as a consultant and educator to public and private-sector retirement plans, Rick offers clients a rich perspective. As a former professional musician, Rick is a gifted speaker. His thoughts, ideas and successes concerning investment consulting, education, retirement planning practices, and fiduciary due diligence have been presented to plan sponsors, employee benefits professionals, and human resource organizations from coast to coast.

Rick joined Innovest in 2005 and was Co-Founder and CEO of InSight Employee Benefit Communications, a subsidiary of the firm. He served as a consultant and educator to many Innovest clients. Rick later worked with a California-based investment consulting firm, Advisory Consulting Group (ACG), as Director of Retirement Plan Consulting from 2018-2020. At ACG, he was responsible for leading the retirement plan and investment consulting practice. ACG was acquired by Innovest in 2020 to expand their existing operations in California and Rick returned as a partner of the firm. He also served as Director of Marketing & Client Services for the Colorado Retirement Association, formerly Colorado County Officials and Employees Retirement Association (CCOERA) from 1998-2003. During his service with CCOERA, Rick was a registered lobbyist, and he served as an advocate to protect the financial interests of county, municipal and other public employees across the state of Colorado. In addition, Rick was formerly a Managing Director with Nationwide Retirement Solutions and worked with the State of Florida Deferred Compensation Program prior to relocating to Colorado in 1991.

Rick has earned the Accredited Investment Fiduciary (AIF®) and Accredited Investment Fiduciary Analyst (AIFA®) designations from the University of Pittsburgh, Joseph M. Katz Graduate School of Business, and has received formal training in investment fiduciary responsibility assessment. He has also earned the Series 65 License (Registered Investment Adviser Representative) through FINRA. Rick is a member of the Institutional Investors Retirement Plan Advisory Board. He is a member of the National Association of Government Defined Contribution Administrators (NAGDCA), Florida Government Finance Officers Association, Western Pension & Benefits Council, and is an Emeritus Member of the Colorado Public Pension Coalition.

rrodgers@innovestinc.com