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Sloan Smith
Principal, Director at Innovest Portfolio Solutions
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Work Experience
May 2015 - Present · 9 years and 7 months
Principal, Director
Oct 2019 - Present · 5 years and 2 months
Vice President
Nov 2015 - Oct 2019 · 3 years and 11 months
Senior Analyst
May 2015 - Nov 2015 · 6 months
Company Details
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.
Year Founded
1996
Social Media
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Industry
Financial Services
HQ Location
4643 S. Ulster St. Suite 1040 Denver, Colorado 80237, US
Keywords
Investment Advisory Services401(k)/403(b)/401(a)457 ConsultingWealth ManagementFamily Office ServicesFoundation Portfolio ManagementFee-OnlyPublic Sector Retirement Plan SpecialistVendor Search & ConsolidationRIA
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