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ClaimFinancial Services in Denver, Colorado
At Innovest Portfolio Solutions, we are more than an investment firm. We are thoughtful stewards responsible for our clients, professionals and community. Innovest is an independent provider of investment-related consulting services for benefit plans, nonprofits and families and family offices. CEO Richard Todd and President Wendy Dominguez left their Wall Street firm when company decisions were driven by returns for the firm's shareholders instead of its clients. They co-founded Innovest in 1996 with an objective to better serve clients in a conflict-free environment. The views and opinions expressed on this account should not be construed as investment advice.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Denver, CO
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Year founded
Founded 1996
1 Locations
- Denver , CO
Service Lines
- Accounting
- 50%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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