Innovest Portfolio Solutions Email Formats
Financial Services • 
Denver, Colorado, United States • 51-100 Employees
Innovest Portfolio Solutions Email Formats
Innovest Portfolio Solutions uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@innovestinc.com), used 51.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@innovestinc.com | 51.9% |
{first initial}{last name} | jdoe@innovestinc.com | 40.7% |
{last name}{last name} | doedoe@innovestinc.com | 3.7% |
{second initial}{last name} | odoe@innovestinc.com | 1.9% |
{last name}{first initial} | doej@innovestinc.com | 1.9% |
Key Contacts at Innovest Portfolio Solutions
Rich Todd
Ceo And Principal
Sloan Smith
Principal, Director
Richard Todd
Chief Executive Officer
Company overview
| Headquarters | 7979 E. Tufts Ave., Suite 1700, Denver, Colorado 80237, US |
| Phone number | +13036941900 |
| Website | |
| NAICS | 52 |
| SIC | 679 |
| Keywords | RIA, Wealth Management, Investment Advisory Services, Investment Consulting, Fee-Only, Family Office Services, Defined Benefit Plans, Foundation Portfolio Management, 401(K)/403(B)/401(A), 457 Consulting, Public Sector Retirement Plan Specialist, Vendor Search & Consolidation |
| Founded | 1996 |
| Employees | 51-100 |
| Socials |
About Innovest Portfolio Solutions
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.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Innovest Portfolio Solutions has 14 employees across 4 departments.
Departments
Number of employees
Funding Data
Innovest Portfolio Solutions has never raised funding before.
Innovest Portfolio Solutions Tech Stack
Discover the technologies and tools that power Innovest Portfolio Solutions's digital infrastructure, from frameworks to analytics platforms.
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