Thank you for navigating to our website and taking the time to find out who we are and what we do. Our existing clients have come to us from a variety of sources; most often from satisfied existing clients and from a long-established network of professionals (CPA’s, attorneys, bankers, and financial planners) who have found that our unique client-oriented approach works well over both bull and bear markets.
Our intelligent approach to investment management is based on the philosophy that our clients’ interests always come first. As independent, fee-only advisors we can be objective in our advice and the management of our clients' investments.
We listen to our clients in the formulation of their portfolio so that it can be designed to meet each client’s unique long-term goals and objectives. We know how hard it has been 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.
Our investment management approach is based on the time-tested and Nobel Prize winning research known as modern portfolio theory. Each client portfolio includes a globally diversified allocation to many equity asset classes. To cushion the risk inherent in equity investments, each portfolio includes an allocation to serially maturing investment grade bonds and proven alternative income investments. Every portfolio is balanced (and rebalanced) to achieve meaningful risk-adjusted total returns.
We are a small, family owned and operated, boutique firm specializing in closed-end mutual funds which provide regular cash flow and solid long-term total returns. Our team members are service minded and spend a great deal of time giving back to the Durango community through various charitable and service organizations. Each phone call to our office is answered by a real person who is happy to help you with any questions you may have. If you are interested in having your money managed professionally by people who take time to know you and work with you as an individual and not just a number, you will be happy that you have found Intelligent Investment Management, LLP.
We encourage you to explore our website to learn more about the services we provide. If you have any questions, would like to learn more about our Firm or would like to schedule an appointment to get a “second opinion” about your investment portfolio please contact James at 970-403-1234 or [email protected].