Innovest Portfolio Solutions

The conviction to serve others and create a client-centric firm originated when Rich and Wendy left their Wall Street firm to establish one of the first fee-only investment consulting firms in this region More than ever, Wall Street firms and insurance providers are encumbered by conflicts of interest and commission-based incentives

Innovest is recognized as a leader in consulting to retirement plans, nonprofits, and families In the last 26 years, our number of clients has grown organically because of the caliber of services and solutions we provide

At Innovest, we have been thoroughly evaluated by many of the largest employers and nonprofit organizations in the country Their rigorous due diligence process results in expansive reports that outline the Innovest approach, depth, access, philosophies, and company culture They find a firm with undivided dedication to our clients and consequently we consistently win the business of institutional investors

Read About Our Mission & Values

When you engage with Innovest you can expect:

Our partners serve our clients We work as a true team not as individuals with limited capacity or interest

We have no conflicts from commission structures, product incentives, product alliances and allegiances, or shareholders

We provide consistent advice from our investment committee based on 20 years of average investment experience We give advice based on a disciplined investment process not a single person’s prediction or perspective

We are Invested in Your Mission, whether that mission is building a better retirement plan for your employees, furthering the mission of your nonprofit, or safeguarding the assets of our families, family offices, and individuals

How can we help you?

Guided by our mission of stewardship, our mantra is Making Retirement Work We steadfastly seek to improve retirement outcomes and reduce fiduciary risk for employers, all executed with uncommon service

Innovest is an innovator and a true community partner in serving our clients from our offices in Colorado, California, and Arizona Guided by a mission of steadfast stewardship, our mantra is Invested in Your Mission

Families & High Net Worth Individuals

Conflicts of interest run rampant on Wall Street Conflicted interests don’t allow solid relationships to be forged, and underwhelming results are widespread Trust cannot be built in self-serving behavior We are different

We are experts in our field and proud of the culture we have built.

Innovest is honored to have received numerous awards, both locally and nationally, for our investment consulting services as well as being a great place to work