Kristin Lee's Contact Details

Kristin Lee's Company Details

Innovest Portfolio Solutions

Denver, Colorado, US • 71 Employees
Financial Services

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.