Innovest Portfolio Solutions provides investment consulting services to retirement plans, foundations, endowments, nonprofit organizations, and high net worth individuals and families. Innovest offers advice on both a non-discretionary and discretionary basis, tailoring its advice to each client’s goals, time horizon, risk tolerance, and investment objectives. Services include investment program review, investment manager evaluation, asset allocation, performance reporting, and retirement plan design.
Fee Structure
Innovest offers a Friends and Family Investment Program for individuals and nonprofits. Clients complete a questionnaire, and Innovest recommends a portfolio from its model portfolios, which invest in mutual funds and exchange-traded funds. Fees are custom and can be either a percentage of assets or a fixed fee.