Our team of investment advisors works with a small number of successful families and business owners in South Denver, helping them protect and grow their investments and go tax free!
We provide our clients access to:
100+ years of combined experience
Stock research lead by a PhD and former Dean of Finance, with a US Patented process
Fixed income, asset allocation and economic research lead by a team of CFAs
We follow a goal-based investing process, meaning that we align the investments with your goals, values, relationships, interests, and other things that are most important to you. Your wealth manager carefully and thoroughly learns these important factors about you and then follows a six-step process to choose the investments and to create your plan for the future.
Our investment committee uses the perspective of outside research firms. We follow a strict belief system in making all these decisions and consistently test our beliefs. Learn more about What We Believe
We believe the right way to invest is to diversify by strategy, remain consistent and invest with high conviction. Each strategy may include individual stocks, mutual funds, Exchange Traded Funds (ETFs), and other investments.
Our Investment Philosophy White Paper describes these processes in detail and concludes with an in-depth look at each of your investment research teams and the academic basis of our beliefs.
Balance the risk and reward between investments to achieve your real-life financial goals.
We build high-quality, actively-managed equity portfolios using academically-proven techniques.
If you have a large amount of your net worth in the equity of a single company, learn how to reduce your risk, reduce your taxes, protect and grow your wealth.
Learn how we build an investment portfolio around your large equity position and help you diversify—not double-down (or worse) your risk.
Learn about how we manage incentive stock options and nonqualified stock options to help you grow and protect your wealth, reduce your taxes, and achieve your personal goals.
Learn how our team makes recommendations for the portfolio we call “Foundation Income.”
Learn how we carefully select some alternative investments to provide income and growth for some clients.
Learn how we perform investment performance analysis and provide our clients access to this information, on demand, with great technology.
Learn how we solve the complex problem of providing retirement income and reducing income taxes.
For some clients, an annuity may provide a safe and prudent retirement income. We have independent, expert annuity agents with a huge array of providers to choose from.
Learn how we provide retirement plan advice for our clients 401k accounts, and for employers who want to provide advice to their employees.
Phillip started out our first interview with a list of requirements for his investment advisor, including many of the questions we provide in our “Questions to Ask a Financial Planner.” Very detail-oriented and private, he wanted a firm that he knew was excellent but exclusive. He wanted privacy, professionalism and expertise. He didn’t have time to micro-manage the decisions. We:
Completed a thorough Discovery MeetingPrepared the online portal so he could find the information the way he likes to see it—whenever he wants to see itMade prudent investment decisions, minimizing taxesCommunicated with him often, in his preferred manner (texts)Prepared the advanced financial planGiven him secure confidence that his affairs are in order
Phillip is ecstatic about his investment performance, especially during the tumultuous years since he joined our firm. Phillip likes “big ideas,” and we like to share a new investment theme that our team is acting upon for today’s times. Phillip is brilliant, fun and now that he is successfully retired, a philanthropist. He is a joy to work for.
Laura is conservative. She grew up in a military family and she worked her entire career with a high security clearance. She doesn’t mince words and everyone knows how she feels. When she talks about investments, she wants to know when she can spend, and how much, and what are the trade-offs. For Laura, we:
Completed a professional discovery meetingLaid-out in no-uncertain terms a retirement savings and distribution planCoordinated her tax advisor, estate planner, and insurance expertsMade investment decisions that took on the appropriate risk, and no more, to provide her the income and lifestyle she wanted
Laura has been a client for over a decade. When she retired, we implemented the plan. She changed course, sold her home and moved to a different state. We were able to pay for all of this using her accounts, with minimal income tax burden, and maximum security. Laura expresses her gratitude whole-heartedly and often. She is surely one of our favorite clients.
The Richards came to us originally because they were worried about paying for her mother’s long-term care needs. Her mom was coming down with Alzheimer’s disease and they knew nothing about her investments. They had no relationship with her stockbroker. Come to find out, mom did not have a good relationship either—her deceased husband chose the firm years ago! As we dove deeper, we learned more about where they were, where they wanted to be, and the gaps we needed to overcome. We:
Completed a discovery meeting at mom’s house, at a time of day that worked best for the familyGathered and consolidated the assetsInvested prudentlyPut together a plan to pay for in-home careProvided mom dignity and independence for the duration of her life
The Richards family would go on to inherit her mother’s assets and then, go on to pay for their children’s college educations and weddings. They are pleased with the investment performance and our ability to adapt the investments for so many stages of their family’s life: mom’s income, their childrens’ expenses, etc. Now that the hard times have past, the Richards family is looking forward to their own retirement!
An initial conversation with one of our experts is always free of charge.
An initial conversation is always complimentary. We are often told that our discovery process is the best conversation about money a person has ever had.
We offer a broad array of events that broaden our knowledge and experiences.
The right way to invest is to diversify by strategy, remain consistent, and maintain high conviction.
Read this Periscope to learn what today’s politics might mean for our investments and also to get the short, (and long if you like), version of our investment and economic commentary.
Choosing the right financial planner requires some homework. You must be comfortable discussing the details.
Learn more about how we provide meaningful investment advice to a small number of successful families and businesses.
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