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young partners who buy into our firm. Our professionals averaged over 50 hours of community service,
supporting charitable organizations such as Christ in the City, Denver
We are proud of our team, and many of them progressed this year!
Abigail Thomas, Anna Behrdahl, Austin Cleveland, Brian Curran, Public Schools, Florence Crittenton Services, and Cherry Creek Schools.
Christine Fuhrman, Ian Gilbert, Luke Hollister, Marisa Joseph, Matt We are also honored to have a special relationship with Arrupe Jesuit
Foster, Natalie Miller, and Taylor Smith all advanced. Frank Cornett High School as corporate work-study partners. Innovest employs four
became a partner! Awards are also given annually to the top team interns from Arrupe, and their pay goes directly to offset tuition. The
members. Brian Curran and Taylor Smith received our 212° Award; success of students at Arrupe is unprecedented: every student attends
Marisa Joseph and Christine Fuhrman received the Service to Others college, which is unheard of outside this incredible school.
Award; Abigail Thomas received the Bill Fender Mentorship Award; For the 11th time in 12 years, Innovest was awarded the “Best Places
and our top award, the Founders Award, was given to Sarah Newman. to Work in Money Management” by Pensions & Investments. Each
We are privileged to work with such outstanding professionals. year, our professionals provide Pensions & Investments with very
Our due diligence group, led by Sloan Smith, had a very strong year. We detailed survey responses to our process, practices, and culture. We
believe that on-site due diligence is a crucial element of our research are compared to hundreds of other firms, with a select few chosen
process and that we are one of the only firms in the country that to win the award. We are humbled by the recognition and are always
continues to hold on-site due diligence meetings. Values alignment seeking ways to improve.
remains a key theme for our clients, and we have done remarkable Our annual client survey reflected the best scores we have ever
work in this area. received. Overall, our clients gave us a 4.8 out of 5.0 for their overall

We continue to be thought leaders in our industry. Our professionals satisfaction. We received a Net Promoter Score of 91, which is
gave more than 30 speeches at a variety of conferences, covering extremely pleasing to us.
topics ranging from our thinking on the capital markets to values Above any accolades, accomplishments, or advances, we owe a
alignment. In addition, our thoughts were published over 30 times in tremendous amount of gratitude to our clients. For 30 years, the
magazines, journals, and blogs. primary source of our growth has been client referrals, and the result
Philanthropy is an important component in maintaining our culture has been a fulfilling journey. Our clients have prospered, and our young
of stewardship. Innovest is not just an investment firm. We are employees have grown to be wise and trusted colleagues. I owe a debt
stewards to our clients as legal fiduciaries, to our employees and of gratitude to my co-founder, Wendy, who leads with an unflagging
their families, and to the community. We encourage our team to work ethic, undivided loyalty and dedication, and a steady hand that
attend formal monthly volunteer events during working hours, and has made Innovest successful.
in 2025, we collectively volunteered 3,000 hours in the community. I wish you all a peaceful and prosperous 2026!

2025 Employee and Client Survey Results

As we begin 2026, we are deeply grateful for the clients who make to recommend Innovest to a friend or colleague?” NPS scores range
our work possible. Their trust and partnership have shaped who we from -100 to +100, with anything above 70 considered exceptional.
are today. With that spirit of appreciation, we recently surveyed our For context, the financial services industry* averages a score of 44.
clients to better understand how we can continue strengthening our We are proud to report that Innovest’s NPS for 2025 is 91, placing
relationships in the years ahead. us well above industry benchmarks and among top tier companies
Each year, we ask clients to share candid feedback on how we are doing nationwide.
and where we can improve. This year, our Overall Satisfaction score This feedback humbles us. We remain committed to the individuals
averaged 4.8 out of 5.0. Our team earned a 4.9 in both Knowledge & and organizations who place their personal and financial trust in our
Experience of Consultants and Treatment From Our Team. Clients also work. Our success depends on honoring that trust every day. The real
highlighted opportunities for us to continue enhancing our services, reward is the opportunity to partner with such exceptional people.
including a strong interest in receiving more timely insights on issues Looking ahead, 2026 holds tremendous promise. We look forward to
affecting their investments and the value we provide. We are actively building on this foundation and continuing to serve our clients with
working to expand communication in both areas. excellence.
We also measure our Net Promoter Score (NPS) annually, a key *Source: CustomerGauge, Net Promoter Score benchmarks for
indicator of client loyalty based on the question, “How likely are you financial services.

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