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 main client relationship manager, a member of the portfolio management team and a general partner of Intelligent Investment Management, LLP. He executes security trades for the Firm under the supervision of Steve Wheeldon...
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 Operations Manager. She has worked behind the scenes keeping the business running smoothly since October of 1996. A...