Recently Published
As industry leaders in investment and fiduciary matters, principals at Innovest publish timely articles in the Denver Business Journal, Pensions & Investments, Family Office Magazine, TEXPERS, PlanSponsor, BenefitsPro, and others.
2024
2023
Principal, Steven Fraley, CFA, MBA, was quoted in Citywire.com’s 2023 Due Diligence Report
Innovest’s CIO services were featured in Family Office Magazine
Innovest was named a 2022 Top DC Advisor by NAPA
2022
Innovest Named a Best Place to Work by Pensions & Investments in 2022.
Innovest was named a 2021 Top DC Advisor by NAPA
Innovest President and Co-founder Wendy Dominguez was interviewed on the Faith and Finance Podcast
2021
Innovest named one of the “Best Places to Work in Money Management” by Pensions & Investments
Innovest named to PlanAdviser’s 2021 Top 100 Retirement Plan Advisers
"Unprecedented Times,” By Innovest Principal, Steve Karsh, was published by Articulator Magazine.
“Investing in a Rising Interest Rate Environment,” by Steven Fraley was published by BenefitsPro.
Innovest was named a 2020 Top DC Advisor by NAPA
2020
Innovest Named one of the “Best Places to Work in Money Management” by Pensions & Investments
PLANADVISER featured Gordon Tewell in “15th Anniversary of RPAY: Innovest Portfolio Solutions”
“The New Challenge for the 60/40 Portfolio” by Steven Karsh was published by The Articulator
Innovest was featured in the PLANSPONSOR article, “Important Considerations for the RFP Process”
Rich Todd was featured in the Colorado Member Spotlight by the Economic Club of Colorado
Steven Fraley quoted in Citywire.com article, “Risky Heights”
Innovest named as a Top DC Advisor by the National Association of Plan Advisors
Raven Takes Benedictine Mission into Finance - The Gregorian Institute
2019
Advisors Giving Back - Innovest’s Culture of Compassion, article featured in PlanAdviser
Innovest Named One of the “Best Places to Work in Money Management” by Pensions & Investments
Improving a Retirement Plan Committee Through Diversity with Gordon Tewell in Plan Sponsor
Guidance on Missing Participants by Marianne Marvez was published by BenefitsPro.com
Innovest Named Top 13 Best Financial Advisors in Denver & Colorado Springs by AdvisoryHQ
Innovest retained by City of Scottsdale featured in Pensions & Investments
Kelly James Featured in Colorado State University Alumni Magazine
Innovest Family Office Announcement Featured in the Denver Business Journal
Innovest Named to PlanAdviser’s 2019 Top 100 Retirement Plan Advisers
Innovest featured in ColoradoBiz article, “College Savings Act Brings New Opportunity for Employers”
Innovest COO Peter Mustian Named to ColoradoBiz’s 2019 Top 25 Young Professionals
2018
Innovest Named a 2018 Top DC Advisor by NAPA
Innovest Ranked a Best Place to Work in Money Management by Pensions & Investments
Innovest Named the Winner of ColoradoBiz magazine's Top Company in the Financial Services Category
Paul Nacario and Chuck Skalder joining Innovest covered by PLANSPONSOR
"Cryptocurrencies: A Role in Client Portfolios?" by Sloan Smith published by Family Office Elite
"11 Tips to Reduce Retirement Plan Litigation" by Gordon Tewell published by BenefitsPro
Leadership with Heart Podcast interviews CEO Richard Todd
"How to Navigate the Social Security Puzzle" by Christian O'Dwyer published by ColoradoBiz magazine
Innovest CEO Richard Todd featured in the Real Assets cover story, "The Call of Stewardship"
Innovest named to PLANADVISER'S 2018 list of the Top 100 Retirement Plan Advisers
2017
Innovest Named One of the "Best Places to Work in Money Management" by Pension & Investments
Innovest CEO Richard Todd a ColoradoBiz Magazine CEO of the Year Finalist
Nicholas Rotello interviewed for the Kiplinger article, "Boost Your Income With Stock Options."
"Fostering a Culture of Compliance" by Chris Meyer published by Advisor Perspectives.
Rocky Mountain Nonprofit Conference covered by NonProfit News
Innovest mentioned by Pensions & Investments
Natalie Roderick joining Innovest covered by the Denver Business Journal
"Innovest Acquires Seven Two Partners" published by NonProfit News
2016
Innovest Named One of the "Best Places to Work in Money Management" by Pensions & Investments
"Connecting Business and Stewardship," by Richard Todd published by Legatus Magazine
"Wendy Dominguez Doesn't Know the Meaning of Quit," published by the Denver Business Journal
Wendy Dominguez quoted in the WealthManagement.com article, "Developing Top-Tier Plan Consultants."
Innovest Named to PLANADVISER'S 2016 Top 100 Retirement Plan Advisers
Wendy Dominguez featured as the "Public Persona" in Colorado Expressions magazine
Innovest CEO Richard Todd interviewed for The Entrepreneurial Wealth Manager Podcast
"At Innovest, Attention to Risk Yields Rewards for Clients," published by NonProfit News.
"Colo. County Deferred Comp Selects Consultant" covered by fin|daily.
"Aurora Pubic Schools Selects a 403(b) Provider" covered by The 401(k) Wire
NonProfit News covers the Catholic Foundation of Northern Colorado hiring Innovest
Scott Middleton quoted in CFA Institute Magazine article, "Art Lessons."
Innovest ranked in the Top 100 Retirement Plan Advisers in the nation by PLANADVISER
Gordon Tewell quoted in PLANSPONSOR article, "For Their Own Good."
"Longmont, Colo. sticks with Innovest for 3 pension plans," featured in Pensions & Investments