Lauren Remy joins us as Office Manager and Executive Assistant to Wendy Dominguez and Peter Mustian. With over a decade of experience delivering luxury service in private aviation, she brings exceptional professionalism, warmth, and attention to detail. She’ll be a key partner in keeping our office running smoothly and supporting our leadership team. Outside of work, Lauren and her husband are busy raising their two little ones. We’re excited to have you with us, Lauren—welcome to the Innovest family!
Innovest Portfolio Solutions
Financial Services
Denver, Colorado 1,874 followers
More than an investment firm. We are thoughtful stewards responsible for our clients, professionals & community.
About us
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.
- Website
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http://www.innovestinc.com/
External link for Innovest Portfolio Solutions
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1996
- Specialties
- 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, and Investment Consulting
Locations
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Primary
Get directions
7979 E. Tufts Ave.
Suite 1700
Denver, Colorado 80237, US
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Get directions
2239 Harbor Bay Pkwy
Alameda, California 94502, US
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Get directions
9260 E Desert Village Dr
Scottsdale, Arizona 85255, US
Employees at Innovest Portfolio Solutions
Updates
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Join us at the Rocky Mountain Benefits Conference for a great discussion about managing increasing benefits costs and important risk mitigation techniques with Jim Holder and Nathan Cassin from Holmes Murphy! Register here: https://lnkd.in/gfcpaWRB
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Innovest's Sloan Smith, CAIA, CPWA® has been recently published by VettaFi Advisor Perspective with this article, “Is the Growth of Evergreen Funds Good or Bad for Private Markets?" To read the full article, please click: https://lnkd.in/gf63JTcC
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How do you divide and conquer when it comes to the benefit plan auditing process? Join Lisa Cushman and Kristen Cole, CPA to learn more about how to navigate assignments to set your team up for success at the upcoming Rocky Mountain Benefits Conference with CLA (CliftonLarsonAllen) and Holmes Murphy. Register now: https://lnkd.in/gfcpaWRB
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Congratulations to Analyst Ian Gilbert for successfully passing Level III of the CFA Program! This accomplishment reflects Ian’s dedication to professional excellence and ethical integrity—values that align closely with Innovest’s commitment to stewardship and continuous growth.
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Join Innovest in supporting Junior League of Denver's 46th Annual Holiday Mart. University of Denver Gates Field House This weekend, 11/14-16 To learn more and purchase your tickets click: https://lnkd.in/gA-9VJRT
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Today, we recognize and honor the men and women who have served our country with courage and dedication. Their selfless commitment to protecting others reflects the highest ideals of service and stewardship. May we all be reminded of the responsibility to use our time, talents, and resources in ways that strengthen our communities and support one another. We extend our sincere gratitude to all who have served! Thank you for your sacrifice and your enduring example. #VeteransDay #ThankYouVeterans #Service #Stewardship #Gratitude
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Key Takeaways: 1) U.S. equity markets remain strong. The S&P 500 rose by 2.34% for the month, and 83% of the S&P 500 companies that have reported earnings beat analyst expectations. 2) The Federal Reserve cut the target federal funds rate by 0.25% in October to support a cooling labor market and economic growth. 3) Global and macro factors, including international market strength, the government shutdown, and easing U.S.-China tariff tensions, shaped sentiment.
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We’re excited to recognize Taylor Lupica for truly exemplifying Service to Others! Taylor has been instrumental in planning two major conferences simultaneously with efficiency, teamwork, and positivity. She consistently steps up to help, tackles challenges with grace, and stays late to ensure every detail is right. In just her first few months at Innovest, Taylor’s impact has been unmatched. Thank you, Taylor, for your hard work and dedication! #TeamInnovest #ServiceToOthers #CompanyCulture #EmployeeAppreciation #Innovest
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Please join us for the Virtual Nonprofit Conference, Navigating Markets, Policy, and Nonprofit Priorities, co-hosted by Eide Bailly LLP Bailly and Innovest Portfolio Solutions. This conference is designed to empower nonprofit leaders with strategic market insights, policy updates, and tools for mission-driven impact. Next Tuesday, November 11, 2025 at 10:00am MST Register Here
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