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About Innovest Portfolio Solutions
Innovest Portfolio Solutions is a registered investment advisor that specializes in independent investment consulting and wealth advisory services. Founded in 1996 by Richard Todd and Wendy Dominguez, the company is dedicated to serving clients as a fiduciary, focusing on their best interests without the conflicts of interest often found in traditional financial firms.
The company offers a variety of services, including consulting for retirement plans, tailored wealth management for high-net-worth individuals and family offices, and strategic investment advice for foundations and endowments. Innovest emphasizes a research-driven approach, prioritizing diversification and alternative investments such as real estate and private equity.
Innovest is also committed to community involvement, supporting nonprofits and educational programs. The company fosters a culture of stewardship, hiring individuals with a strong background in community service and promoting a professional environment centered on integrity and client service.
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