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Investing for tomorrow.  Today.

Welcome to Intelligent Investment Management, LLP

What We Do

What We Do

We listen to clients as we formulate their portfolio so that it can be designed to meet each client’s unique long-term goals and objectives. We know how hard you have worked to accumulate the money that we are entrusted to manage. We also know that fees of all types (either seen on the surface or buried within the underlying investment) can have a negative effect on long-term results. Therefore, we clearly disclose our fees and we strive to make investments in funds that have the lowest fees in the industry. 

  • As independent, fee-only advisors we are objective in our advice and the management of clients' investments.
  • We are a family owned and operated, boutique firm specializing in closed-end mutual funds which provide regular cash flow and solid long-term total returns.
  • Team members are service minded; we spend a great deal of time giving back to the Durango community through various charitable and service organizations.

If you have any questions, would like to learn more about our Firm or to schedule an appointment to get a “second opinion” about your investment portfolio, please contact James at (970) 403-1234.

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During These Dynamic Times

We are here for you.

As an essential business, we will continue to plan for your well-being, manage your portfolio, provide you with the highest level of service and guidance. 

Everyone at our Firm is committed to seeing you through these changing times.

Call us at (970) 403-1234 if you have any questions or concerns.

We are accessible.

Due to COVID restrictions from San Juan Basin Health Department limiting our in office presence, we are staffed daily from 9:00 AM-2:30 PM, but we can be reached by calling:

 (970) 403-1234 during regular office hours, 9:00 AM-4:00 PM, Monday-Friday.

We are also working from our homes and communicating regularly with clients through email, phone calls and online meetings.

Our custodian, TD Ameritrade Institutional, is also fully functional.

                        View our new quarterly magazine: Perspectives.

Our 1st issue is completed and includes a variety of articles- retiring in volatile times, Corona-virus information, how a CSA works, as well as a Meet the Team from Intelligent Investment Management page where you can attach a face to the people that are working for you and your family's financial security. We hope you enjoy this seasonal periodical and we look forward to sending you timely articles that are up-to-date, educational and entertaining.

View the magazine here: Perspectives Magazine


Information about COVID-19

Thinking of traveling?

 Learn more here: Travel during COVID

Getting outdoors?

Remember the 7 key principles for responsible recreation:

Have a plan before you go

Stay to the trails

Trash your trash

Leave what you find

Be careful with fire and abide by local fire restrictions

Respect wildlife

Be kind and inclusive to others who are also enjoying the great outdoors

Intelligent Investment Management, LLP, has certified with San Juan Basin Health, in writing, that as an essential business we will abide by their health and safety criteria. More information can be found about our certification for safe practices.

San Juan Basin Health Corona Virus Guidance

Words from Colorado's Governor: Jared Polis.

(On July 16, 2020 Governor Polis issued a mandatory mask order.)

Information about Colorado's mask order

DENVER - (9/03/2020) Governor Jared Polis today provided an update on Colorado’s response to the COVID-19 pandemic and reminded Coloradans to remain vigilant over Labor Day weekend.

The Governor announced that earlier this week, Colorado hit its lowest positivity rate yet, close to two percent. The positivity rate is the rate of positive results out of the total number of COVID-19 tests conducted. In March, the state was seeing positivity rates between 15-20%.  The Governor stressed the importance of Coloradans continuing to wear masks, follow social distancing protocols, and avoid large gatherings as the long Labor Day weekend approaches to maintain the state’s positive trend. 

“Coloradans have met the challenges of this pandemic head on, and our numbers may be declining, but we are not out of the woods,” said Governor Jared Polis. “Cases spiked after the 4th of July weekend and we can’t let that happen again after Labor Day weekend. Our success thus far is due to each individual doing their part and we can’t let up now. We need everyone, including all of our students who are back on campus, to take this seriously and act responsibly by avoiding large groups and parties and wearing a mask around others. Now is not the time to party. Be smart and be safe this weekend if you are enjoying our great outdoors. Colorado has fared better than many of our neighboring states during this pandemic, but we’re only as good as our collective actions to slow the spread of this virus.”

Learn more by clicking on this link:

Phase 3-Protect Our Neighbors


Client Centered

 Please don’t hesitate.  Contact our team.  

If you know people that could benefit from our style of "Intelligent Investment Management", please have them contact Steve Wheeldon at (970) 749-1125 or James Brost at (970) 749-1761 or by calling our office at (970) 403-1234.  We are conveniently located in downtown Durango.

We would like to listen and gain your trust, it's an honor to serve you!

Intelligent Investment Management, LLP   

Steve, James, Jeannie, Laura, Helen, Stephenie   

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