Invested in Your Mission

Innovest helps our nonprofit clients further their mission through a unique nonprofit management perspective, experienced team, custom portfolio solutions, fiduciary guidance, and uncommon service.


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Being Invested in Your Mission captures our passion as a community advocate, partnering alongside our clients in their service to others. We create custom solutions for nonprofits by developing an in-depth understanding of their individual goals, time horizons, risk tolerances, and cash flow needs.

  • Education

  • Faith-based Institutions

  • Associations

  • Charities

  • Mission-Aligned Investing

  • Foundations

  • Endowments

  • Operating Funds

  • Retirement Plans

  • OCIO Services

  • Healthcare

 

Invested in Your Mission

Innovest is an innovator and a true community partner in serving our clients from our offices in Colorado, California, Arizona, and Florida. Guided by a mission of steadfast stewardship, our motto is Invested in Your Mission. Our deep, credentialed team delivers a rigorous, disciplined investment process that leads to investment success in all market conditions.

Being Invested in Your Mission also 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. Volunteers at Innovest have served meals to the homeless, built trails, and painted homes. Our professionals serve on boards and committees and are provided paid time off for their efforts. In 2023 alone, our firm volunteered over 3,300+ hours in the community.  In addition, Innovest is a work-study partner for Arrupe Jesuit High School, employing four economically-disadvantaged students each year to help pay their tuition for a college preparatory education. Along the way, these student also receive challenging work experience in a great office environment.

When Innovest began in 1996, we set out to provide expert investment consulting as a fiduciary, free of conflicts of interests or proprietary products. We do that in a clear, transparent, fee-only basis, ensuring that our loyalty lies with our clients and the communities we serve. Steady back-office support and reduced administrative burden for our clients are part of our uncommon standard of service delivery.