A complete list of active advisors currently associated with Innovest Strategies LLC

Warmer can help you find a great advisor at Innovest Strategies LLC or one who fits your needs even better.

Innovest Strategies serves individuals as well as a variety of institutional and plan clients, including retirement plan sponsors, trusts, charitable organizations, and corporate entities. The firm offers comprehensive asset management, standalone financial planning and tax planning, and retirement plan consulting with discretionary portfolio management and investment recommendations that may include ETFs, mutual funds, individual stocks and bonds. The firm’s investment process uses a mix of fundamental analysis, technical analysis and charting and employs long-term, short-term and trading strategies as appropriate to client objectives and risk tolerances; client relationships begin with one or more meetings and include at least annual reviews. Innovest manages about $26.8 million on a discretionary basis and generally maintains liquidity through conservative cash instruments such as money market funds, CDs or short-term government-backed debt. What is distinctive for a small independent adviser is the combination of financial, tax and real estate capabilities: the principal holds CPA and real estate licenses, the firm is affiliated with accounting and real estate activities, and it participates as a managing member in several real estate holding companies while offering separate tax-preparation, accounting and real estate services under separate engagement agreements. The firm’s client mix and services are broader than many solo advisers, with engagements that include pension and profit-sharing plans, other investment advisers, banks or thrifts, insurance companies, state or municipal entities and, unusually for a firm this size, a sovereign wealth fund.

To learn more about the advisors currently working at Innovest Strategies LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.