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Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC is a Denver-based investment consulting firm that provides advisory services to institutional clients, including...
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC is a Denver-based investment consulting firm that provides advisory services to institutional clients, including endowments, foundations, family offices, and retirement plans. The firm was founded to serve as an independent fiduciary, offering tailored asset allocation, manager due diligence, and portfolio monitoring. The firm's strategy centers on building and overseeing diversified portfolios across public equities, fixed income, private equity, real assets, and hedge funds. Innovest sources managers through its due diligence process and monitors them over time. Its client base includes family offices seeking outsourced CIO (OCIO) support. Innovest maintains a team of professionals in Denver, though specific headcount is undisclosed. The firm does not manage pooled investment funds but operates as a consultant and fiduciary for separately managed accounts. No recent operational events are available in public sources. A structural differentiator is Innovest's commitment to conflict-free advice: it does not accept commissions or soft-dollar arrangements from asset managers, distinguishing it from many broker-led consulting peers. The firm's independence is central to its client value proposition.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Frequently asked questions
Who runs investment decisions at Innovest Portfolio Solutions LLC?
Names of the firm's investment leadership are not publicly listed in available sources. The firm operates as a team-based fiduciary advisory practice.
Is Innovest structured as a single family office or an asset manager?
Innovest is an independent registered investment advisor (RIA) and investment consultant, not a family office. It provides fiduciary advisory services to institutions, including some family offices.
What investment services does Innovest provide?
The firm offers asset allocation, manager research and due diligence, portfolio construction, performance monitoring, and OCIO services. It does not operate its own investment funds.
How does Innovest source managers for client portfolios?
Innovest conducts proprietary due diligence on managers across asset classes, including public equities, fixed income, private markets, and hedge funds, according to public descriptions of its consulting process.
Which sectors does Innovest explicitly avoid?
Public sources do not indicate explicit sector exclusions. The firm's approach is tailored to individual client mandates.
Does Innovest participate in co-investments alongside clients?
There is no public record of Innovest making co-investments. The firm operates as an advisor, not a principal investor.
Where does the underlying wealth of its clients come from?
Innovest's client base includes endowments, foundations, retirement plans, and family offices. The specific source of wealth for its family office clients is not publicly disclosed.
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