Page 118 - DCAC February 2024 Files
P. 118
“Innovest is a terrific partner, listens to our concerns and objectives and partners with us to achieve
“I believe our Innovest partners have our best interests at heart when they are delivering advice.
Trust is being build steadily and I look forward to many more years working with them.”
What is the primary reason for your score?
© 2024 Innovest Portfolio Solutions, LLC 5
“Outstanding personal and working relationships”
our goals”
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