Faith-Based Investing

Faith is a foundational value at Innovest. We specialize in helping faith-based organizations meet their investment goals and objectives and keep their investment portfolio aligned with their values.

Faith-Based Client Portfolio Services

Being Invested in Your Mission captures our passion as a community advocate, partnering alongside our clients in their service to others. We actively support our clients’ missions through financial contributions and community service projects. We hire individuals that have a history of service to their community and giving back. Service to the community is included in every employee’s annual performance review. We have assembled a diverse team of professionals from different backgrounds, yet with a common commitment to service. In 2023 alone, our firm volunteered 3,300+ hours in the community.

We create custom solutions for faith-based organizations by developing an in-depth understanding of their individual goals, time horizons, risk tolerances, investment restrictions, and cash flow needs. We are focused on building donor connections, providing organizational marketing support, and reducing portfolio administrative burden for our clients.

Foundations, Endowments, Operating Reserves, Retirement Plans
Skilled in designing portfolios aligned with the values of the organization
Extensive experience working with faith-based institutions
Custom portfolio design with a focus on risk mitigation
Transparent reporting from our fiduciary lens to aid in decision making
Steady back-office support and reduced administrative burden for our clients are part of our uncommon standard of service delivery.

Undivided

2 Kings 20-3

"Remember me, LORD," he said, "how I have walked in your presence with integrity, with an undivided heart, and I have accomplished what is good in your sight."

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.

“Your investment strategy should help advance your mission. We help our faith-based clients develop portfolios that not only advance their mission but are also true to their values.”
-Sloan Smith, Innovest Partner