INNOVEST STRATEGIES LLC

Overview

Innovest Strategies LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and provides financial planning and discretionary portfolio management for individuals, small businesses, and businesses or institutions. Its billing arrangements combine a percentage of assets under management with hourly and fixed-fee engagements. Innovest identifies as not being an active ESG investor, is not structured as a multi-state adviser, and does not function as a capital allocator or pension consultant. The firm maintains industry relationships with accounting and real estate brokerage professionals, and it relies on third-party managers for certain alternative exposures rather than running its own pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices