Independent Fiduciary Innovest is an independent fee-only Registered Investment Adviser focused on client interests, presenting a compelling value proposition for services that require fiduciary protection and unbiased portfolio guidance to nonprofits, retirement plans, individuals, and family offices.

Expansion Footprint With offices in Colorado, California, Florida, and Georgia and a growing West Coast team, Innovest demonstrates regional growth and potential cross-market opportunities to deepen penetration in these dense retirement and nonprofit ecosystems.

Recognition & Trust Multiple industry acknowledgments, including 2025 Top DC Advisor Teams and Best Place to Work in Money Management awards, bolster credibility for senior-level conversations with plan sponsors, endowments, and fiduciary committees.

Thoughtful Partnerships Recent partnerships and webinar initiatives around faith-aligned vendor evaluations position Innovest as a consultative partner for religious and values-based organizations seeking fiduciary alignment and compliant outsourcing solutions.

Tech & Digital Presence A scalable digital footprint via Squarespace and analytics tools suggests opportunities to enhance digital marketing, lead capture, and client onboarding for mid-market plans and family offices seeking streamlined, transparent advisory services.