Innovest is a client-centric, fee-only, and independent investment consulting firm. It provides custom investment solutions, fiduciary protection, and exceptional service to nonprofits, retirement plans, families, and family offices.
1996
Independently owned
Emphasizes understanding clients' risk tolerance before pursuing returns and managing downside risk effectively.
Denver, Co, United States
About
Mission
Our mission is rooted in thoughtful stewardship, ensuring that we build trust and confidence through innovation and excellence.
Values
Integrity, teamwork, constant improvement, balance, unwavering client service, and community building.
Participant Demographics
Serves a variety of clients, including nonprofits, retirement plans, and high-net-worth families.
Track Record
Team Experience
Investment committee averages 20 years of experience.
Notable Achievements
Numerous awards, including Small Business of the Year (2024).
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Denver, Co, United States
Legal & Compliance
SEC
No major violations.
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