Page 475 - DCAC February 2024 Files

Spring 2024 | Denver, CO

ROCKY MOUNTAIN
BENEFITS CONFERENCE

Principals
Richard Todd, CEO
Wendy Dominguez, President
At Innovest Portfolio Solutions, we are more than an investment firm. We are thoughtful stewards responsible for Bill Fender
our clients, professionals and community. Peter Mustian, COO
Garry Beaulieu
Colorado • Arizona • California • Florida | www.innovestinc.com | 303.694.1900 Gordon Tewell
Unless explicitly stated to the contrary, the material herein is not intended to provide and should not be relied on for investment advice. Under no circumstances does Innovest ever provide tax, accounting, or legal advice. Nancy Swanson
The statistical analysis contained herein was prepared by Innovest Portfolio Solutions LLC and may contain data provided by Investment Metrics, LLC, Thomson Reuters Lipper, Morningstar, Inc., and other sources. These materials Kristy LeGrande
may also include information, returns, and valuations that were compiled, computed or created by Standard & Poor’s Financial Services LLC, MSCI Inc., and other sources. These materials and the information that they contain are Jared Martin
intended solely for the use of the intended recipient(s). They may not be reproduced or distributed without written consent.
Reasonable care has been taken to ensure the accuracy of the computer software, databases, and information described in the preceding paragraph. Innovest assumes no responsibility for the accuracy of these computer software, Sloan Smith, Director
databases or information. All are provided on an “as is” basis and the user assumes all risk related to using it. There is no guarantee of accuracy, adequacy, or completeness. All entities identified in this disclaimer hereby expressly Rick Rodgers
disclaim any and all express or implied warranties. None of these entities, nor any affiliate or other person involved in compiling, computing, or creating this information, may be held liable for damages of any type or any other
costs or fees related to any person’s use of the data. Pam Cruz
Returns included in these materials may represent mutual funds share classes or vehicles other than those in which clients are or may be invested. Typically, any differences are the result of efforts to present the longest track Paul Nacario
record of the investment strategies. Troy Jensen
Assumptions, opinions, and forecasts herein constitute Innovest’s judgment and are subject to change without notice. Past performance is no guarantee of future results. The investment products discussed are not insured by the
FDIC and involve investment risk including the possible loss of all principal. Steven Fraley, Director
Innovest is an independent Registered Investment Adviser registered with the Securities and Exchange Commission. Copyright 2019 by Innovest Portfolio Solutions LLC Inc. Christian O’Dwyer
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