Intelligent Investment Management, LLP was founded in 1997 after G. Stephen (Steve) Wheeldon had spent many years working for clients as a CPA and financial planner. He came to the realization that each investment advisory firm he had worked with had its own agenda; which in most cases did not align well with the financial goals and objectives of his clients. There was (and is) a better way to provide investment management services to individuals and families. It is an approach that is focused on helping each client achieve their long-term financial goals and objectives. It includes:
- A fiduciary obligation putting clients' interests first
- No hidden commissions or fees (competitive fee-only compensation)
- Independence from any Wall Street firm or investment company
- Full and completely transparent disclosure ensuring no conflicts of interest
- Client investment portfolios that include the same investments as the Firms owners' portfolios
James Brost
Investment Advisor
James is the Chief Operations Officer, Co-Chief Investment Officer and Chief Compliance Officer.
Steve Wheeldon
Investment Advisor
Steve has been providing comprehensive financial planning services in Durango, Colorado since he became a Certified Financial Planner™ professional (CFP®) in the 1980s. Steve's first career as a CPA was focused on income and...
Laura Vaughan
Firm Administrator
Laura joined Intelligent Investment Management, LLP in January of 2016 as Firm Administrator. Laura has built a financial services career that spans some 20 years, with a focus on client service. She will be responsible for client...
Jean Wheeldon
General Partner
Jeannie, a 5th generation Durango Native, is a General Partner of Intelligent Investment Management, LLP and is Chief Financial Officer. She has worked behind the scenes keeping the business running smoothly since October of 1996. A...