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Profile
Mr. Richard A. Rodgers is Principal & Director at Innovest Portfolio Solutions LLC.
He is 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's retirement plan clients.
He is also a member of the firm’s Investment Committee, which makes decisions on investment related research and due diligence.
With over 30 years of experience working as a consultant and educator to public and private-sector retirement plans, he offers clients a rich perspective of the firm’s continual effort to improve the design and effectiveness of their defined contribution and defined benefit retirement plans.
He is a member of the National Association of Government Defined Contribution Administrators, Society of Human Resource Managers, and currently serves as Chairman of the Board for the Colorado Public Plan Coalition.
Prior to Innovest, Mr. Rodgers was co-founder and CEO of InSight Employee Benefit Communications, which merged with Innovest in 2014.
He also served as director of marketing & client services for the Colorado County Officials and Employees Retirement Association.
He was formerly a managing area director with Nationwide Retirement Solutions, and worked with the State of Florida Deferred Compensation Program prior to relocating to Colorado in 1991.
Mr. Rodgers has earned the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst designations from the University of Pittsburgh, Joseph M.
Katz Graduate School of Business, and has received formal training in investment fiduciary responsibility assessment.
Rick Rodgers active positions
| Companies | Position | Start |
|---|---|---|
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. | Investment Committee Member | 01/02/2006 |
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| Private companies | 1 |
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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 |
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