Page 260 - DCAC Feb 2026 Files

We steadfastly
seek to improve retirement outcomes for employees and reduce fiduciary risk for employers, all
Guided by our mission of stewardship, our guiding principle is Making Retirement Work.
An Innovator with a Celebrated History

2004 2024 2020 2014 2005 Innovest was Innovest expanded Innovest was named Innovest acquired Innovest was hired recognized for the its geographical the Retirement Plan an employee benefit as an expert witness second time with an footprint and in one of the Adviser Team of the communications Eddy Award from deepened our Year in the Nati

executed with uncommon service.

1998 Innovest innovated the creation of easy-to-use and understand risk- based managed portfolios.

Innovest was one of the first firms in the country to focus on delivering retirement plan only basis. One of Innovest’s first clients was a defined contribution
1996 consulting on a fee- plan.