Broker Check
An Approach Designed For You No One Strategy Fits Everyone Our Team Approach Understanding

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.

Learn more


Beginning June 1st, our summer office hours are:


Monday-Thursday 9:00 AM- 4:00 PM

Friday 9:00 AM-2:00 PM

Please feel free to leave us a message at any time by calling (970) 403-1234

and we will return your call in a timely manner.

INFORMATION ABOUT COVID-19

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. 

https://sjbpublichealth.org/coronavirus/

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

Colorado is currently vaccinating it's citizens.

For more information on the COVID vaccine visit: Vaccine for Coloradoans

Any person 12 years and above is eligible to receive a vaccine.

Click this link here for more information: https://covid19.colorado.gov/vaccine

In Colorado, “If You’re Vaccinated, You Don’t Need To Wear A Mask,” Polis Says

May 14, 2021

After a nudge from federal health officials, Colorado Gov. Jared Polis on Friday dropped the remaining mask requirements in the state, even as COVID-19 case numbers here remain among the highest in the nation.

“If you’re vaccinated, you don’t need to wear a mask at all,” Polis said. But he added that if you are not vaccinated the state will continue to “suggest” that you wear a mask when indoor around strangers.

Masks may still be required at events with more than 500 people, and will be required for most schools, childcare and health care settings and in any other business that mandates them. But now even teachers and students who are fully vaccinated can ditch the mask for the last few weeks of school if their school district agrees, even inside the school if they choose.

For the most part, what was required for much of the past year is now simply "suggested" or "advised" and only for the unvaccinated.

Local communities and businesses may have additional mask restrictions.



San Juan Basin Health information on mask mandate for La Plata and Archuleta counties:

https://sjbpublichealth.org/san-juan-basin-public-health-to-issue-public-health-order-to-limit-spread-of-covid-19/

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   

IIM Sharefile Login

IIM Sharefile Login

Click Here
Ameritrade Login

Ameritrade Login

Click Here
Monthly Newsletter

Monthly Newsletter

Click Here