$18 billion in AUA
Years won: 2014, 2016, 2017
- Hosts entire staff at weekly company-sponsored “lunch bunch” to encourage cross-departmental team building.
- Sponsors different wellness events each quarter, with activities such as meditation and yoga at lunch.
- Organizes four firmwide volunteer days annually and gives each employee an additional day of paid time off annually to support individual causes.
- “Management seems to try to live what they teach, of having integrity, being ethical and doing what is right just because it's the right thing to do. The company hires people of character so these traits are firmwide.”
- “Senior management at Innovest does a great job of recognizing and rewarding employees who perform their job well. The weekly recognition from senior management is greatly appreciated.”
- “Innovest is a firm committed to doing what's right for the employee and their family.”