Rich Todd

About Rich Todd

More than an investment firm, Innovest is a trailblazer, a steward, and a true innovator…

Experience

1. CEO and Principal

   Innovest Portfolio Solutions

   Jul 1996 — Present

   Rich is a co-founder and manager of Innovest Portfolio Solutions LLC. He is a member of Innovest’s Investment Committee, which makes decisions on investment related research and due diligence. He has nearly 25 years of experience in investment consulting and currently provides consulting services to institutions and individuals. His clients include public funds, corporate plans, Taft-Hartley funds, and wealthy families. In addition to client consulting, Rich is responsible for business development. Rich was recently named as one of America’s top 100 independent investment advisors by Barron’s. Rich has earned the Certified Investment Management Consultant (CIMC) designation from the Institute for Investment Management Consultants. He is a Registered Fiduciary™, earned through Strategic Ethos and Dalbar, Inc, in conjunction with the Foundation for Fiduciary Studies at the University of Pittsburgh\'s Katz Graduate School of Business. This designation represents Rich\'s commitment to acting in the best interest of clients. He has served the community as former President of Legatus of Colorado, an organization fostering business ethics. Rich is a member of The 100 Club of Denver which provides financial support to the families of police and firefighters that are under stress. He is on the finance council for Our Lady of Loreto Catholic Parish and he serves on the investment committee of Regis Jesuit High School Foundation. In addition, he serves on the board of Seeds of Hope Charitable Trust, an organization that provides educational opportunities to at-risk children, as well as the board of Families of Character, a national organization that helps parents raise children of strong character and moral integrity.