Building a diversified investment portfolio, crafting an appropriate asset allocation using lower-cost investment vehicles, rebalancing as needed, and maximizing tax efficiency. All in a good day’s work, right? If that sounds overwhelming and gives you anxiety, you’re not alone. Accumulating wealth is an on-going, life-long process. It can be complicated and confusing – and if the process isn’t cared for properly, the results may be disappointing and drastic.
Each time you log into your 401(k) account, you’re probably confronted with a pie chart reflecting a recommendation for your investment allocation. The sole consideration for that chart? Your age. That’s it. That doesn’t tell the story of you, though, does it? You’re so much more than that! You have goals and values. You have hopes and dreams. Your investments are there for a reason, whether it’s college savings, retirement planning, or the creation of a charitable legacy. A well-crafted investment strategy is centered on you. It considers your investment history and knowledge, your tolerance for risk, and your overall wealth and supporting assets. It considers your health, your marital status, and whether or not you have children. It takes into consideration your emotional response to market volatility. It is customized to fit you alone, like a perfectly tailored shirt.
Our firm is a Registered Investment Advisor domiciled in the State of Colorado. We are independent advisors compensated for investment advice by fees, not commissions. We actively work to understand our clients one by one, and then we guide your investments in a way that reflects your unique characteristics. As independent advisors, we can use a wide array of investment solutions, including mutual funds, exchange-traded funds (ETFs), stocks and bonds, stock options, annuities, insurance products, and many others. Our advice isn’t impacted by commissions, so you can always be confident that it’s in your best interest.
Investment Management Services
- Investment Review and Analysis
- Customized Portfolio Design
- Ongoing Investment Management
- Tax-Efficient Investment Solutions
- Income-Generating Strategies
- Risk-Conscious Portfolio Design
- Diversified Investment Strategies
- Investment Vehicle Selection for Specific Goals