We are here for you. As a designated “essential business” we will continue to plan for your well-being, manage your portfolios, 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 and phone calls.
We are here to talk with you. Our Broker-Dealer, TD Ameritrade Institutional, is also fully functional. Everyone at our Firm is committed to seeing you through these changing times.
This May be an Opportunity
With recent volatility in both equity and fixed income markets, these landmark times can present certain financial planning opportunities, such as: refinancing mortgages and improving tax diversification through Roth Conversions.
Keep in mind several of our favorite Warren Buffett gems:
To provide further support, here are some facts to be familiar with:
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: https://sjbpublichealth.org/guidance-for-businesses/
We are concerned for the health and safety of our clients and employees and will keep you updated as we gradually reopen our offices for meetings and business. If there is anything we can do to help or further support you, please don’t hesitate to reach out to our team. If you know of anyone that could benefit from our style of Intelligent Investment Management, please have them contact Steve at 970-749-1125 or James at (970)-749-1761.
Be safe! Be well!
Intelligent Investment Management, LLP
Steve, Jeannie, James, Laura, Helen