American Philanthropic to Partner with Innovest, Provide Clients With Access to Mission-Aligned Investment Guidance And Services
FOR IMMEDIATE RELEASE: 07/05/2022
American Philanthropic To Partner With Innovest, Provide Clients With Access To Mission-Aligned Investment Guidance And Services
DENVER, CO – American Philanthropic announced its partnership with Innovest, an independent provider of investment-related consulting services for retirement plans, nonprofits, families, individuals, and family offices. Innovest Portfolio Solutions was built on a mission of stewardship; that is, the careful and responsible management of something entrusted to one's care. Innovest creates investment solutions that serve the best interests of clients, as a fiduciary.
American Philanthropic CEO and Principal Partner, Jeremy Beer, said, “It’s an honor to partner with Innovest, an extraordinarily impressive firm that provides exceptional value to nonprofit organizations. We look forward to working with them to help worthy American nonprofits grow.”
Innovest believes their main responsibility is to care for their clients, coworkers, and community. They are a passionate community advocate, partnering alongside their clients in serving others. Innovest’s experienced, deep, and credentialed team has been helping nonprofits serve their constituents for decades.
Richard Todd, Innovest Co-Founder and CEO, said, “We are proud to work with American Philanthropic. We share many values, and our services are very complementary as we serve our common nonprofit clients.”
American Philanthropic is mission-oriented, and Innovest understands the importance of mission-aligned investing. American Philanthropic’ s partnership with Innovest ultimately serves to promote the “art” of civil association by improving the effectiveness of American charitable foundations and nonprofit organizations.
About American Philanthropic
American Philanthropic exists to promote the art of civil association by helping philanthropists, charitable foundations, and nonprofit organizations grow and flourish through practical guidance, strategic analysis, and no-nonsense consultation.
Rather than peddling secret methods or promising fast results, American Philanthropic focuses on what matters—doing the right things, the right way, consistently over time.