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Innovest Portfolio Solutions

Leadership Circle Member

Contact Information
Phone Number: 3036941900
Mailing Address: 4643 S. Ulster St., Denver, CO, 80237
County: Denver
Colorado Region: Ft.Collins/Greeley, Denver Metro, Pikes Peak Region
Organization Information
Organization Name: Innovest Portfolio Solutions
About Us:

At Innovest we know that we can make the greatest impact on our community by supporting causes important to our neighbors, employees and clients. Innovest provides financial and volunteer support to more than 50 nonprofit organizations throughout each year and presents quarterly opportunities for our employees to give back. We are proud to be a charitably focused firm.

What We Do:

Innovest serves boards, committees and trustees by creating comprehensive and custom investment solutions that instill confidence in donors and their ability to fulfill their mission. We serve every aspect of nonprofits: Foundations, Endowments, Operating Reserves, Other Funds and Retirement Plans.

Accreditations & Professional Affiliations:

Innovest professionals hold numerous designations which illustrate our skill and expertise in
helping clients to navigate complex issues:
• Certified Public Accountant (CPA), Juris Doctor (JD), Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst (CIMA), Certified Pension Consultant (CPC), Certified Financial Planner (CFP), Enrolled Retirement Plan Agent (ERPA), Accredited Investment Fiduciary Analyst (AIFA), Accredited Investment Fiduciary (AIF), Qualified Training Organization (QTO), Registered Fiduciary (RF).

Area of Expertise: Financial Management
Percentage of client base that is nonprofit: 20-50%
Percentage of client base that is in CO: 50-80%


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