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Investing for tomorrow.  Today.

Welcome to Intelligent Investment Management, LLP

We're celebrating 25 years of service!

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.

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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. 

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

Call us at (970) 403-1234 if you have any questions or concerns.

We are accessible.

Due to COVID restrictions from San Juan Basin Health Department limiting our in office presence, we are staffed, in office, daily from 9:00 AM-2:30 PM, but we can be reached by calling:

 (970) 403-1234 during regular office hours, 9:00 AM-2:30 PM, Monday-Friday and we will return your call in a timely manner.

We are also working from our homes and communicating regularly with clients through email, phone calls and online meetings.

Our custodian, TD Ameritrade Institutional, is also fully functional.

The COVID vaccine has arrived in Colorado.

From the desk of CO Governor Polis: We expect that the initial supply of COVID-19 vaccine(s) will be very limited for several months. This means that a vaccine will not be immediately available to everyone who wants one. To be as fair and efficient with distribution as possible, the state has developed a phased approach to vaccine distribution to save lives and end the crisis that has been brought on by the pandemic as quickly as possible. By vaccinating people who are most likely to get COVID-19 first, we can keep more Coloradans safe.

With the onset of winter and more activities moving indoors, the community must act now to cancel social gatherings, move as many employees as possible to remote work, and stay home as much as possible,  to keep everyone safe from COVID-19.

 Even with a vaccine being distributed, the following precautions will be essential to containing the spread of COVID-19 through the winter holiday season:   

  • Stay at home as much as possible, and instruct employees to work from home if possible     
  • Practice physical distancing (at least 6 feet away from another person)
  • Avoid social gatherings with more than one household, especially indoors    
  • Wear face coverings when in public; the statewide mask order is still in effect in indoor public spaces   
  • Practice good hygiene (washing hands, covering coughs and sneezes, etc.),
  • Get tested if you have symptoms or believe you’ve been exposed through a known contact or community interaction, and 
  • Don’t go to work, school, or social activities if you are sick or have a known or suspected exposure.

 For information about all phases of the state’s COVID-19 dial framework for public health protections, visit

 For the most up to date information on how to take precautions against the spread of COVID-19, visit SJBPH’s website at:


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. General information can be found about our certification for safe practices by visiting the website below.

Colorado’s COVID-19 Dial 2.0 goes into effect Saturday, February 6

REMOTE, (Feb. 5, 2021): After meeting with local public health agencies, county commissioners, mayors, and city managers, as well as taking feedback via a public web form, the state will introduce a new version of the dial tool. Dial 2.0 will go into effect Saturday, February 6 at 9 a.m. and counties will be moved to the appropriate level on Dial 2.0. The dial is a tool that allows Colorado to balance the ongoing need to contain the COVID-19 virus with the need for localized guidance during the pandemic. 


This dial includes six levels, from least to most restrictive. Details for each level outline specific metrics and how
many people can participate in various activities at one time.
The six levels are:
1. Level Green - Protect Our Neighbors: Local public health agencies are able to contain surges in cases and
outbreaks through testing, case investigation, contact tracing, isolation, quarantine, site-specific closures, and
enforcement of public health orders.
2. Level Blue - Cautious: This is less restrictive than Level Yellow, for counties with low virus transmission but
that have not yet achieved Protect Our Neighbors.
3. Level Yellow - Concern: The baseline. While we are all still safer at home, we are also able to practice greater
social distancing in our great outdoors than in confined indoor spaces.
4. Level Orange - High Risk: This is more restrictive than Level Yellow, for counties experiencing increases in the
metrics. Action is needed, but stricter levels may not be warranted.
5. Level Red - Severe Risk: Metrics are high, many indoor activities are prohibited or strictly limited, and outdoor
activities are encouraged as an alternative.
6. Level Purple - Extreme Risk: Metrics are high, most indoor activities are prohibited, and individuals should
limit contact with people outside their household as much as possible.

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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