Recently Published 

Discover the latest insights and analysis in our recently published articles. As the market landscape continues to evolve, we are committed to providing you with the insights and strategies necessary to make informed investment decisions.

Innovest in the Media

2024

Evolution and Investing

By Steven Fraley | published by Advisor Perspectives

The power of changing our minds and adapting to market shifts and evolving landscapes can make us better investors.

Climbing the Fed Funds Rates Incline

By Peter Girard and Austin Cleveland | published by Advisor Perspectives

Recent increases in the Federal Funds Rate by the Federal Reserve have created potential implications for the economy, financial markets, and investment strategies.

The Future of Commercial Real Estate: The Headwinds and Tailwinds Going Forward

By Sloan Smith | Published in Family Office Magazine

In 2022, the Federal Reserve increased short-term interest rates at a historically swift pace as a means to hinder inflation. The rate escalation created an interesting dynamic in the commercial real estate market.

Acquisitions and Consolidations in Consulting Creates Landmines

By Rick Rodgers & Frank Cornett | Published by Advisor Perspectives

The article examines the pitfalls and challenges that arise from mergers and acquisitions in the consulting industry, highlighting issues like cultural clashes, dilution of expertise, client confusion, and integration difficulties that can negatively impact firms and their clients.

2023

Philanthropy 2.0: Why Nonprofits Need a Bold Vision

By Paul D’Alessandro | Published by NonProfitPRO

Nonprofits must embrace innovative approaches and bold visions, leveraging technology and fresh strategies to engage modern donors and effectively address global challenges.

Fixed Income Functions

By Austin Cleveland | Quoted in Citywire.com’s Due Diligence Report

The Benefits of Relational Values-Based Fundraising for Nonprofits

By Paul D’Alessandro | Published by Philanthropy Daily

Nonprofits can potentially improve fundraising results by focusing on building strong relationships with donors and aligning with traditional American values.

The Impact of the Nonprofit Donor Revolt

By Paul D’Alessandro | published by NonProfitPRO

Wealthy donors are increasingly influencing nonprofit operations, often dictating terms and policies traditionally managed by executives. Paul outlines strategies for nonprofit leaders to balance donor influence with organizational autonomy.

The Dilemma of Fundraisers Consulting as a Side Hustle

By Paul D’Alessandro | Published by NonProfitPRO

The article discusses the ethical and practical challenges faced by fundraisers who take on consulting work alongside their primary nonprofit roles, emphasizing the need for transparency and fair compensation to avoid conflicts of interest and maintain organizational loyalty.

Allocating Overseas

By Sloan Smith | Published in CityWire’s Due Diligence Report

The Citywire Due Diligence Report, contributed by Sloan Smith, provides an in-depth analysis of current market conditions, investment strategies, and fund performance, offering valuable insights for those conducting financial due diligence.

Should They Stay or Should They Go?

By Troy Jensen & Kyli Soto | Published by 401K Specialist

Seeds of Success

By Sloan Smith | Published in CityWire’s Due Diligence Report

The Citywire Due Diligence Report, contributed by Sloan Smith in April 2024, provides an in-depth analysis of current market conditions, investment strategies, and fund performance, offering valuable insights for those conducting financial due diligence.

A Call to Action: The Power of Thoughtful Nonprofits and Citizens

By Paul D’Alessandro | Published by NonProfitPRO

The article emphasizes the crucial role of nonprofits and individuals in fostering community and positive social change, advocating for unity, shared responsibility, and leveraging AI and effective storytelling to strengthen impact.

Equity Market Concentrations and the AI Revolution

By Steven Fraley and Brett Minnick | Published by Advisor Perspectives

The dominance of seven mega-cap tech giants in the stock market, driven largely by advancements in AI, examines the implications of this concentration for diversification, portfolio risk, and the future of market returns.

The Case for Mid-Cap Equities

By Brett Minnick & Sydney Aeschlimann | Published by Financial Advisor Magazine

People on The Move

The Denver Business Journal announced Christian O’Dwyer’s return to Innovest

The Denver Business Journal announced Principal Christian O’Dwyer’s return to Innovest in the People on The Move Section

Principal Sloan Smith and Lead Senior Analyst Cos Braswell’s article, “Private Debt - the Appeal After Bank Failure,” was published by Advisor Perspectives

Vice President, Frank Cornett’s article, “What Cyclical Markets Mean to Clients,” was published by Financial Advisor Magazine

“The End of Traditional Fundraising Jobs and What to Do About It,” by Vice President, Paul D’Alessandro, was published by NonprofitPro

Innovest CEO Richard Todd’s article, “Investors: Beware the Wall Street sales culture,” was published in the Denver Business Journal

Paul D’Alessandro, Innovest Vice President, had his article, “Why Wealthy Donors are Distancing Themselves from Nonprofits,” published by NonprofitPro

The Denver Business Journal included Innovest Vice President Jason Romero in their “People on the Move” section

Principal, Steven Fraley, CFA, MBA, was quoted in Citywire.com’s 2023 Due Diligence Report

Paul D’Alessandro, Innovest Vice President, had his article, “The Donor-Centered Approach to Major Gift Fundraising,” published by NonprofitPro

Principal Steven Fraley and Vice President Nancy Rimington’s article, “Hard Landing, Soft Landing, or No Landing at All?” was published by Advisor Perspectives

Innovest CEO Rich Todd’s article, “The Benefits of Stewardship Culture,” was published on Amphil’s Philanthropy Daily blog

President, Principal, & Co-founder, Wendy Dominguez was interviewed for PLANSPONSOR’s article, “Employers Discuss Why They Use Vendor Search Consultants”

“Is a Case Statement Essential to Fundraising Success?” by Innovest Vice President, Paul D’Alessandro was published in NonprofitPro

Principal Sloan Smith’s article, “Hot Spot: Private Equity Secondaries” was published in the Citywire Due Diligence Report

Innovest’s CIO services were featured in Family Office Magazine

Innovest Vice President, Paul D’Alessandro’s article, “Why Impact Investing is Better for Social Good,” was published by NonprofitPro

Innovest was named a 2022 Top DC Advisor by NAPA

Innovest Vice President, Nancy Rimington, was featured in PLANSPONSOR’s article, “Innovest Portfolio Solutions fills Retirement Plan Consulting Role”

Innovest Vice President, Paul D’Alessandro’s article, “Demystifying Overreliance on Tax Findings as Predictive of Future Results,” was published in NonprofitPro

Innovest CEO, Richard Todd, quoted in,"13 Pieces of Business Advice that Have Helped Leaders Along the Way,” an article featured in the Denver Business Journal

Innovest Vice President, Paul D’Alessandro’s article, “Donors: Beware of Nonprofits,” was published in NonProfitPro

Vice President Brett Minnick and Vice President Kyli Soto’s article, “Does your 401k Plan Offer the Best Cash Options: What do employers need to know about capital preservation,” was published by BenefitsPro

2022

Innovest Named a Best Place to Work by Pensions & Investments in 2022.

Innovest Consultants, Dustin Roberts, and Frank Cornett, had their article, “Your 7 Point Year End Retirement Check List,” published by 401K Specialist

Senior Analysts Peter Girard and Jack Schutzius had their article, “Consumer Sentiment and the Value of Long Term Investing,” published by Advisor Perspectives

Principal & Director Sloan Smith’s article, “The Success of Alternatives in 2022: Can it Continue?,” was published by Financial Advisor Magazine

Vice President & Director, Steven Fraley’s article, “Following a Strong 2021, 2022 has been a Tough Year for the Global Economy,” was published by TEXPERS

Innovest President, Wendy Dominguez, and Innovest Principal, Rick Rodgers’ article, “Back to the Future? Monetization of the 401(k) Participant Relationship,” was published by 401(k)Specialist

Innovest CEO Richard Todd’s article, “Three classic investing lessons that never get old,” was published by the Denver Business Journal

Principal & Director Sloan Smith’s article, “Real Assets: Potential Alternate Source of Growth and Income,” was published in the Summer issue of Family Office Magazine

Cos Braswell, MS, Lead Senior Analyst and Peter Girard, Senior Analyst’s article, “The Growth of Liquid Alternatives,” was published by Financial Advisor

Innovest Principals Gordon Tewell and Troy Jensen’s article, “Inflation Fighting Considerations in 401(k) Plans,” was published by 401(k) Specialist

Innovest CEO Richard Todd’s article, “Nonprofits: Five questions to help construct your investment portfolio,” was published by the Denver Business Journal

Principal & Director, Sloan Smith’s article, “The Importance of High Quality Manager Access in Alternative Investing,” was published by Financial Advisor Magazine

“Fixing the 40 in Defined Contribution Plans,” by Senior Client Manager Brett Minnick was published by 401k Specialist magazine

Innovest Vice President, Natalie Roderick’s article, “How to Grow Operating Reserves,” was published on the Christian Leadership Alliance Blog

Innovest CEO Richard Todd’s article, “Beware the Investment Advisors Book of Business Model,” was published by the Denver Business Journal

Innovest was named a 2021 Top DC Advisor by NAPA

An interview with Innovest Principal and Director Sloan Smith appeared in the Allocator Sentiment chapter of the Hedgeweek Global Outlook 2022 report

Innovest Vice Presidents, Steven Fraley and Natalie Roderick’s article, “Is Your Nonprofit Considering Mission-Aligned Investing?” was published by the Arizona Society of CPAs

Innovest Principal Steven Karsh authored “The Ups and Downs of the Stock Market,” published in the finance section of Articulator Magazine's 1st quarter 2022 issue

Innovest CEO Richard Todd authored “On-site Due Diligence is Going by the Wayside to the Detriment of the Investor,” recently published by the Denver Business Journal

Innovest President and Co-founder Wendy Dominguez was interviewed on the Faith and Finance Podcast

“Collective Investment Trust Considerations for Plan Sponsors,” by Innovest Senior Client Manager, Brett Minnick, was published by BenefitsPro

Innovest Principal Scott O. Middleton, CFA, CIMA®, and Analyst Peter Girard co-authored “China: In The Red” published by Financial Advisor Magazine

2021

“Managing Concentrated Stock Risk,” by Innovest Principal Sloan Smith, CAIA, MBA, CPWA published by Family Office Magazine

Innovest named one of the “Best Places to Work in Money Management” by Pensions & Investments

“7 Ways to Build a Morally Conscious Investment Portfolio” by Sloan Smith, Principal & Director, and Sarah Newman, Vice President was published in the National Catholic Register

Innovest was named to the 2021 Denver-area Corporate Philanthropists list by the Denver Business Journal

“The Re-Monetization of Retirement Plans with Managed Accounts,” By Innovest Principal Rick Rodgers, and Senior Analyst, Kristin Lee was published by 401(k) Specialist

“Defined Contribution Recordkeeper Consolidation Continues,” by Innovest Vice President, Dustin Roberts, was published by TEXPERS.

Innovest named to PlanAdviser’s 2021 Top 100 Retirement Plan Advisers

"Unprecedented Times,” By Innovest Principal, Steve Karsh, was published by Articulator Magazine.

“Considering an investment advisor: Here are the key questions you need to ask,” by Innovest CEO, Richard Todd, was published in the Denver Business Journal.

“Investing in a Rising Interest Rate Environment,” by Steven Fraley was published by BenefitsPro.

“The Dilution of the Retirement Plan Fiduciary,” by Rick Rodgers and Kristin Lee was published by 401k Specialist

Innovest was named a 2020 Top DC Advisor by NAPA

“Why Investors Should Choose Process Over Prediction,” by Richard Todd was published by the Denver Business Journal

“Rethinking Operating Reserves,” by Richard Todd and Natalie Roderick was published by ColoradoBiz Magazine

“Venture Capital After a Downturn: the opportunities and risks,” by Sloan Smith was published by Family Office Magazine

“How Recordkeeper Acquistions Trends Impacts Retirement Plan Sponsors,” by Dustin Roberts was published by TEXPERS.

“Why Creating Income Solutions for Target Date Funds is so Important,” by Gordon Tewell and Kristin Lee was published by 401k Specialist

“Industry Analysis: Defined contribution world is changing - for the better” by Brett Minnick published by Accounting Today

2020

“Predictions, Predictions, Predictions - Process Wins Over Prognostication” by Steven Karsh was published by The Articulator

Innovest Named one of the “Best Places to Work in Money Management” by Pensions & Investments

“Using Operational Controls to Mitigate Fiduciary Risk” by Kristin Lee and Josh Shapiro was published by BenefitsPro.com

PLANADVISER featured Gordon Tewell in “15th Anniversary of RPAY: Innovest Portfolio Solutions”

“The New Challenge for the 60/40 Portfolio” by Steven Karsh was published by The Articulator

“Retirement Planning During a Recession” by Kristin Lee, and Jordan Rice was published by BenefitsPro.com

Innovest was featured in the PLANSPONSOR article, “Important Considerations for the RFP Process”

Rich Todd was featured in the Colorado Member Spotlight by the Economic Club of Colorado

“Defined Contribution Retirement Plan Fees: Lawsuits, Leveling, and Lessons Learned” by Kyli Soto and Paul Nacario was published by TEXPERS

“The Impact of Rebalancing on Risk, Returns, and Recovery” by Mike Corbett was published by Advisor Perspectives

“Considerations for Employer Retirement Plan Contributions during Coronavirus” by Troy Jensen published by NAGDCA

Steven Fraley quoted in Citywire.com article, “Risky Heights”

Innovest named as a Top DC Advisor by the National Association of Plan Advisors

Rich Todd quoted in RealAssets Advisor article, “Roundtable: How will investing by family offices change as wealth is transferred to a new generation?”

Raven Takes Benedictine Mission into Finance - The Gregorian Institute

What You Need to Know About Student Loan Programs and Consolidation by Marianne Marvez was published by BenefitsPro.Com