Innovest Portfolio Solutions LLC
Assets Under Management
N/A
Number of Clients
439
Number of Advisors
21
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Innovest Portfolio Solutions is an investment consulting firm that works with retirement plans, foundations, endowments, nonprofit organizations, and high net worth individuals and families. Innovest provides advice on a non-discretionary and discretionary basis, tailoring its advice to each client’s goals, time horizon, risk tolerance, and investment objectives. Services include investment program review, investment manager evaluation, asset allocation, performance reporting, and cash flow planning.
Fee Structure
Innovest Portfolio Solutions offers a Friends and Family Investment Program for individuals and nonprofits. Clients complete a questionnaire, and Innovest recommends a portfolio from its model portfolios, which invest in mutual funds and exchange-traded funds. The firm's fees are custom and depend on the amount of work involved and client-specific consulting needs. Fees can be a percentage of assets or a fixed fee.
Areas of Practice
Location
7979 E. Tufts Ave., Suite 1700, Denver, CO, 80237