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Innovest Overview
Type
Multi Family Office
Year Founded
1996
General Information
Innovest is a multi-family office headquartered in Denver, United States. Founded in 1996 by former Wall Street investment consultants Richard Todd and Wendy Dominguez , the firm operates as a fee-only advisory dedicated to fiduciary stewardship for institutions, nonprofits, and multigenerational families. Innovest advises on assets across retirement plans, foundations, and private portfolios, combining institutional research with customized family governance—delivering objective investment consulting and comprehensive wealth planning.
Contact Information
Website:
https://www.innovestinc.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Denver, CO, United States
Portfolio & Notable Allocations
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