Innovest Portfolio Solutions, LLC is a firm that provides financial advisor, investment management, administrative support, consulting services, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Colorado and Pennsylvania (although they are present in other states as well).
Most Innovest Portfolio Solutions, LLC clients are health and welfare funds, religious organizations, grantmaking foundations, professional, scientific, and technical services, and residential intellectual and developmental disability facilities with revenues ranging from $13 million to $178 million.
Previous legal names, trade names, or just variations of their name include: Innovest Portfolio Solutions.
| Name | Type | Location | |
|---|---|---|---|
| 1 | University of Northern Colorado Foundation | 501(c)(3) | Greeley, CO |
| 2 | Mercy Housing / Affordable Housing for Amer in Need | 501(c)(3) | Denver, CO |
| 3 | Focus on the Family | 501(c)(3) | Colorado Springs, CO |
| 4 | The Weld Trust | 501(c)(3) | Greeley, CO |
| 5 | Augustine Institute | 501(c)(3) | Greenwood Village, CO |
| 6 | Community Reach Center Systems | 501(c)(3) | Westminster, CO |
| 7 | Steelworkers Health and Welfare Fund | 501(c)(9) | Pittsburgh, PA |
| 8 | Pipe Industry Health and Welfare Fund of Colorado | 501(c)(9) | Denver, CO |
| 9 | Health and Welfare Benefits Trust for Certain Retired Employees of KUCC | 501(c)(9) | Pittsburgh, PA |
| 10 | Cf&i Retirees' Voluntary Employee Beneficiary Association Trust | 501(c)(9) | Pueblo, CO |
Competitors to Innovest Portfolio Solutions, LLC in the nonprofit sector include State Street Bank and Trust, Fiduciary Investment Advisors, LLC, Marquette and Associates, Newport Trust Company, Sageview Advisory Group, LLC, Sei Investments, Well and Good LLC, Capfinancial Partners, Benefit Plans Admin Services, Inc., and Raymond James Financial Services.
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