INNOVEST PORTFOLIO SOLUTIONS LLC

From the company

Innovest is an independent, fee-only registered investment advisor (RIA) providing investment consulting and wealth advisory services to retirement plan fiduciaries, nonprofits, foundations and endowments, and high net worth families and family offices. Co-founded in 1996 by CEO Richard Todd and President Wendy Dominguez with a mission of stewardship, the firm is headquartered in Denver, Colorado, with offices in Arizona, California, Florida, and Georgia.