INNOVEST PORTFOLIO SOLUTIONS LLC

Overview

Innovest Portfolio Solutions LLC operates as an independent registered investment adviser organized as a limited liability company and SEC-registered since 1996. The firm serves both individual/family clients and institutional clients and describes itself as a capital allocator that combines discretionary portfolio management with consulting and selection-of-adviser services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory services listed include portfolio management for individuals and small businesses, portfolio management for business or institutional clients, pension consulting, manager selection, and educational seminars and workshops. The firm does not identify as an active ESG investor and indicates it performs pension consulting. Industry affiliations include roles as an investment adviser to other vehicles and acting as sponsor, general partner, or managing member of pooled investment vehicles.

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Location & Offices