DEPARTMENT PROFILE

Innovest Portfolio Solutions, LLC

Wealth Managers

Spotlight TableColoradoHigh Net Worth 2021 View ranking table

Chambers Review

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Denver-based Innovest Portfolio Solutions advises wealthy individuals and families on investment allocations and assists with reporting.

"It's a really good team," comments a source. Another interviewee describes Innovest as a "pure investment adviser," and adds that "they are very well respected for their independent opinions."

Key contacts:

Richard Todd, CEO, Co-Founder and Principal

Wendy Dominguez, President, Co-Founder and Principal

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