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Investing for tomorrow.  Today.

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.

Learn more

Welcome to Intelligent Investment Management, LLP

                        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

                                                                                                                         


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 through these unprecedented times. 



We are accessible.

We are generally working from our homes and we are communicating regularly with clients through email, phone calls and online meetings. Our custodian, TD Ameritrade Institutional, is also fully functional.


We are here to talk with you.

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

Information about COVID-19

Covid-19 Scams  - Scams related to Covid-19. Cyber-actors are ramping up malicious emails and fraudulent websites during this chaotic time. Visit the Cybersecurity and Infrastructure Security Agency, the official website of the Department of Homeland SecurityHomeland Security COVID information


1. Think before you click.

-Don’t click on links from sources you don’t know. They could contain viruses.

2. Turn to official sources.

-Watch for emails claiming to be from public health experts. Go to the official website for the Center of Disease Control  and Prevention (CDC) and the World Health Organization (WHO)

3. Vaccine Hoax Alert

-Ignore online or phone orders for vaccinations. There currently no vaccines or other products-prescription or over-the-counter-that treat or cure COVID-19.

4. Think Before you Give

-Do your homework before giving to charities or crowdfunding sites.

-Don’t let anyone rush you into making a donation.

 -If someone wants donations in cash, by gift card or by wiring money, just say no.

5. Don’t Share Your Personal or Financial Data

 -Via email or unsolicited phone call.

6. Turn On Auto Updates

-Keep your software up-to-date on your computer, smartphone and tablet to defend against viruses and hacking attempts.

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



(7/21/2020) Across the nation and in our state, COVID cases are trending upwards, and the biggest driver of this increase is young people aged 20 to 29, who are not taking proper precautions when socializing. Many young people in our state are doing their part to wear masks, but without following recommended social distancing guidelines, we all risk accelerating transmissions of the virus and failing to contain its spread.

 Ultimately, we need to get back to basics. Practically speaking, this means:

  • Teleworking if you can and continuing to work from home.
  • If you go camping, go with just your household -- or if you socialize with friends, stay 6 feet apart and keep your mask on.
  • Limiting groups to under 10 people, and staying outside to socialize.
  • Taking fewer trips to the grocery store or ordering your groceries online, especially if you are in a high risk category.

 And it means calling your local public health agency, if you work in an essential business and your employer has not implemented proper social distancing measures in the workplace.

The actions that all Coloradans take in the coming days and weeks will have a significant impact on plans for the fall. We are in a precarious moment and personal responsibility is key. Only by acting in moderation and continuing to practice social distancing will we see less tests coming back positive and create more opportunities to get our economy back on track.

 With all of us working together, we can achieve the outcome we all desire: a way to live with this virus with minimal disruptions to our Colorado way of life.


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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