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Innovest Portfolio Solutions

Independent fee-only investment consultancy for retirement plans, nonprofits, foundations and wealthy families

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About Innovest Portfolio Solutions

Innovest Portfolio Solutions is an independent investment consulting and wealth advisory firm headquartered in Denver, Colorado. It is a registered investment advisor and says it earns no commissions and has no product ties, so its advice is not shaped by sales incentives.

What Innovest Portfolio Solutions offers

  • Retirement plan consulting: helps employers improve outcomes for staff and lower fiduciary risk.
  • Nonprofit and endowment advice: investment guidance for nonprofits, foundations and endowments.
  • Family wealth advice: services for high net worth families, family offices and individuals.
  • Investment committee advice: recommendations reached through a set process rather than one person's view.

Clients

Clients include retirement plan fiduciaries, nonprofits, foundations, endowments and wealthy families. The firm says large employers and nonprofits have put it through detailed due diligence.

Key facts

  • Based in: Denver, Colorado
  • Founded: 1996
  • Offices: Colorado, California, Arizona and Florida
  • Status: registered investment advisor, fee-only

Profile written by TrustList from the business's own published information, Oct 2026.

Rankings

As of 2026-10-10. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
1996 (30 years) evidence sent

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