How Innovest Was Started

At Innovest, we are not just an investment firm, we are stewards to our clients, employees and community. Everyone knows about the problems on Wall Street.  Things were no better in 1996 when the co-founders of Innovest left their Wall Street firm because of the conflicts of interest and tainted objectivity to start their own firm.  They started the firm with five employees, 25 clients, and a Ryder truck full of used office furniture (driven by President Wendy Dominguez).  With relatively little except for the desire to be stewards for our clients, Innovest was founded.  The firm has come a long way since that day in July – today, Innovest has 45 employees and more than 260 clients.  Innovest consults to just over $23 billion in assets. We have a client-based culture, a fee-only model and we are completely independent with no conflicts of interest. 

While Innovest has grown significantly, a major strength of the firm is to make Innovest a rewarding place to work.  Pensions & Investments named Innovest among the Best Places to Work in the nation in 2017, 2016 and 2014.  This achievement has allowed us to hire and retain top quality talent with the highest integrity who are committed to our clients. Our employees are people who put others first and work for the best outcomes for our clients and community.