Jared Martin

Membre du Comité d'Investissement chez

Innovest Portfolio Solutions LLC

Finance

Consumer Services

Profil

Mr. Jared Martin is Principal at Innovest Portfolio Solutions LLC.
He is a consultant at the firm, and is a member of the firm’s Investment Committee.
He is also a member of the firm’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for the firm retirement plan clients.
At the firm, he provides consulting services to committees, boards and individuals.
He also manages the relationships between service providers and plan sponsors and provides ongoing vendor management for the firm’s clients.
He also leads many special projects for the retirement plan clients.
Prior to joining Innovest, Mr. Martin was director of relationship management with ICMA-RC.
In this role he was responsible for the overall business relationship and retention of the clients within his territory.
Prior to being a relationship manager, he was financial planning manager with ICMA-RC for the previous 8 years.
He is on the Board of the Colorado Public Plan Coalition.
Mr. Martin received his Bachelor’s degree in business and economics from Regis University in Denver, graduating cum laude.
He is a Certified Financial Planner, holding this designation since 2003.
He holds an Accredited Investment Fiduciary designation.

Postes actifs de Jared Martin

Sociétés	Poste	Début
Innovest Portfolio Solutions LLC Innovest Portfolio Solutions LLC Investment ManagersFinance Innovest Portfolio Solutions focuses on designing portfolios that provide their clients the opportunity to meet their goals while minimizing unnecessary volatility. The firm's approach to portfolio design and manager selection emphasizes forward-looking analysis. Innovest's investment philosophy and process are based on the principle that over 90% of the variability of portfolio performance is attributable to asset allocation. They believe that quantifying the downside risk of a portfolio is the best way to communicate and measure portfolio volatility and that proper benchmarking is critical in evaluating investment performance. Innovest also believes that diversification is key to capital preservation and that proper diversification can reduce investment risk. The firm strives to exploit market inefficiencies through active management, although passive management may be appropriate in certain circumstances.	Membre du Comité d'Investissement	-

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Anciens postes connus de Jared Martin

Sociétés	Poste	Fin
MissionSquare Retirement (Investment Management) MissionSquare Retirement (Investment Management) Investment ManagersFinance MissionSquare Retirement-IM’s investment approach is based on their belief that, in addition to traditional investment approaches, such as diversification, asset allocation, and a long-term perspective, a multi-manager approach and investment style serve investors who are working to build retirement security. Managers with different but complementary investing approaches are selected and integrated within a single fund in proportions that are expected to optimize return relative to risk. The firm believes this not only increases diversification but also may improve the consistency of returns over time by eliminating reliance on the results of a single manager.	Corporate Officer/Principal	-

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Entreprise privées	3
Regis University Regis University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Innovest Portfolio Solutions LLC Innovest Portfolio Solutions LLC Investment ManagersFinance Innovest Portfolio Solutions focuses on designing portfolios that provide their clients the opportunity to meet their goals while minimizing unnecessary volatility. The firm's approach to portfolio design and manager selection emphasizes forward-looking analysis. Innovest's investment philosophy and process are based on the principle that over 90% of the variability of portfolio performance is attributable to asset allocation. They believe that quantifying the downside risk of a portfolio is the best way to communicate and measure portfolio volatility and that proper benchmarking is critical in evaluating investment performance. Innovest also believes that diversification is key to capital preservation and that proper diversification can reduce investment risk. The firm strives to exploit market inefficiencies through active management, although passive management may be appropriate in certain circumstances.	Finance
MissionSquare Retirement (Investment Management) MissionSquare Retirement (Investment Management) Investment ManagersFinance MissionSquare Retirement-IM’s investment approach is based on their belief that, in addition to traditional investment approaches, such as diversification, asset allocation, and a long-term perspective, a multi-manager approach and investment style serve investors who are working to build retirement security. Managers with different but complementary investing approaches are selected and integrated within a single fund in proportions that are expected to optimize return relative to risk. The firm believes this not only increases diversification but also may improve the consistency of returns over time by eliminating reliance on the results of a single manager.	Finance