Innovest’s Christian O'Dwyer, CFA, CFA, Principal and John Walsh, Analyst Assistant were recently published in The NonProfit Times. To read the article, please click here: https://bit.ly/4fRej4j
Innovest Portfolio Solutions
金融服务
Denver，Colorado 1,568 位关注者
More than an investment firm. We are thoughtful stewards responsible for our clients, professionals & community.
关于我们
More than an investment firm, Innovest is a trailblazer, a steward, and a true innovator services serving clients from our offices in Colorado, California, and Arizona. A house divided cannot stand. Nevertheless, most financial investment houses try to do exactly that. They serve more than one master. We serve only our clients. Our interests and the interests of our clients are one. Serving clients in this undivided way is at the heart of our founding. Innovest is client-centric culture, fee-only, and completely independent. Innovest helps our nonprofit, retirement plan, and family, individual, and family office clients achieve their goals by providing custom investment solutions, fiduciary protection, and uncommon service. At Innovest Portfolio Solutions, we are more than an investment firm. We are thoughtful stewards responsible for our clients, professionals, and community. Disclosure Innovest is an independent Registered Investment Adviser registered with the Securities and Exchange Commission. The material herein has been prepared for informational purposes only and is not intended to provide, and should not be relied on for investment, tax, accounting, or legal advice. No representation is being made as to whether any investment product, strategy, or security is suitable or appropriate for an investor’s particular circumstances. Assumptions, opinions, and forecasts herein constitute our judgment and are subject to change without notice.
- 网站
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https://www.innovestinc.com/
Innovest Portfolio Solutions的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Denver，Colorado
- 类型
- 私人持股
- 创立
- 1996
- 领域
- Investment Advisory Services、401(k)/403(b)/401(a), 457 Consulting、Wealth Management、Family Office Services、Foundation Portfolio Management、Fee-Only、Public Sector Retirement Plan Specialist、Vendor Search & Consolidation、RIA、Defined Benefit Plans和Investment Consulting
地点
Innovest Portfolio Solutions员工
动态
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Speaker Spotlight: CliftonLarsonAllen's Theresa McDowell, CPA and Kristen Cole, CPA will be presenting at the Rocky Mountain Benefits Conference on January 23, 2025, hosted with CLA (CliftonLarsonAllen) and Holmes Murphy! Don't miss out and register now:?https://lnkd.in/gvx_iMFd #benefits #benefitplans #conference #RMBC2025
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Ian Gilbert is our recipient of the October 2024 Service to Others award. Each month, Innovest employees nominate and recognize a fellow employee for their outstanding generosity to others. Congratulations, Ian!
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On Friday, Innovest employees helped organize donations for the Girls Inc. of Metro Denver Inc. clothing closet. Donated professional attire will be offered to the girls during the upcoming annual fall dinner, giving them the opportunity to choose items at no cost. This initiative is just one of the many ways Girls Inc. supports the girls they serve, helping them feel confident and ready for interviews and internship opportunities. Thank you for your hard work, Sarah McGuire, Anna Berdahl, Christine Attai, Carol Van Gytenbeek, Teresa Solomon, Teri Tomei, & Luke Hollister
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Students from Regis Jesuit High School Regis Arma Dei Academyvisited Innovest for a Shadow Day, where they gained valuable insights into the finance industry. They also received advice from several of our team members, including Regis alumni currently working at Innovest.? Christian O'Dwyer, CFA, John Brock, Taylor Smith, John Walsh, and Matthew Foster
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Last week, Innovest’s Jared Martin and Luke Hollister joined Colorado UpLift’s career fair at Kepner Beacon Middle School. This event was meant to expose the students to a variety of occupations and possible careers with the hope of painting a picture of what life could be like after school. Jared and Luke brought a fresh, creative approach to teaching kids about investing and careers in finance. One of their most effective examples involved a simple choice: take one piece of candy now or wait for three pieces later. This exercise helped illustrate the core concept of investing—how it can be both rewarding and challenging. The kids got especially wide-eyed when they were told that Luke owned Apple, which provided a compelling introduction to discussing what it meant to own stock in a large company.
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Innovest is a proud sponsor of the Junior League of Denver taking place this weekend, November 15th-17th! The Junior League of Denver Mile High Holiday Mart is the premier holiday show in the Denver area and has been a fall tradition for more than four decades. All proceeds from this unique and exclusive shopping experience support the League’s mission of developing the potential of women and a community focus on improving literacy rates and providing access to books for children through the third grade. Click here to get your tickets and for more information on the event:?https://lnkd.in/eUxXyYZS #holidays #makingadifference?#fundraising #denver?
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Speaker Spotlight: Innovest's Rick Rodgers, AIFA? and Troy T. Jensen will be presenting at the Rocky Mountain Benefits Conference on January 23, 2025, hosted with CLA (CliftonLarsonAllen) and Holmes Murphy! Don't miss out and register now:?https://lnkd.in/gvx_iMFd #benefits #benefitplans #conference #RMBC2025
Home - 2025 Rocky Mountain Benefits Conference
web.cvent.com
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For October, U.S. equity markets saw a slight decline, with large cap stock funds down 0.91% for the month, though year-to-date gains still held strong at 14.9%. Disappointing earnings from major tech companies, which led to a 2.8% drop in the Nasdaq on October 31, contributed to the downturn. https://lnkd.in/g-YS_Y6R #markets #invest #investment
Innovest | Market Commentary — Innovest | An independent, undivided approach to investment consulting
innovestinc.com
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We are thrilled to share that Joanne (Joanie) Cinalli, CPFA? has been promoted to Vice President. In this new role, she will be taking on expanded leadership and management responsibilities. Joanne’s unwavering dedication to our clients, our team, and our mission of stewardship has been invaluable. Congratulations, Joanne, on this well-deserved achievement! ?#success #celebration #team #employment
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