Undivided Investment Consulting
A house divided cannot stand. Nevertheless, most financial investment houses try to do exactly that. They serve more than one master. We serve only our clients. Our interests and the interests of our clients are one. Serving clients in this undivided way is at the heart of our founding.
Watch the video below to learn more:
Our Story
CEO Richard Todd and President Wendy Dominguez co-founded Innovest Portfolio Solutions in 1996 with a mission of stewardship: creating investment solutions that serve the best interests of clients, as a fiduciary.
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 28 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.
When you engage with Innovest you can expect:
Undivided Attention
Our partners serve our clients. We work as a true team not as individuals with limited capacity or interest.
Undivided Loyalty
We have no conflicts from commission structures, product incentives, product alliances and allegiances, or shareholders.
Undivided Advice
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.
Undivided Support
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?
Retirement Plans
Guided by our mission of stewardship, our motto is Making Retirement Work. We steadfastly seek to improve retirement outcomes and reduce fiduciary risk for employers, all executed with uncommon service.
Nonprofits
Innovest is an innovator and a true community partner in serving our clients from our offices in Colorado, California, Arizona, and Florida. Guided by a mission of steadfast stewardship, our motto 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 on 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.