Innovest Celebrates 24 Years Today!

Innovest is celebrating our 24th Anniversary! Of course, our celebration might not look the same as it has in years past, but you can be sure that we will mark the occasion with socially appropriate fanfare.  This year, we are especially grateful for our wonderful clients who continue to trust us to deliver sound investment advice.  Without them, we wouldn’t be where we are today.

Highlights of our 23rd year:

• Acquired Advisory Consulting group giving us a deeper retirement team and expanding our footprint in California

• Won Pension & Investments magazine’s Best Place to Work award for the fifth time in six years

• Welcomed several new clients to the Innovest family

• Created clear, timely information about economic turbulence as a result of COVID-19 including webinars, Zoom meetings and email communications

• Volunteered as a team for 10 nonprofit organizations

Thank you again for supporting Innovest.  We look forward to another great year! 

Read Innovest’s founding story here: https://bit.ly/2VAl2J4