What We Do
We listen to clients as we formulate their portfolio so it is designed to meet each clients' unique long-term goals. We know you have worked hard to accumulate the money that we are entrusted to manage.
We know that fees of all types (on the surface or buried in the 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.
If you know people that could benefit from our style of "Intelligent Investment Management", contact us at: (970) 403-1234.
Intelligent Investment Management, LLP
Steve, James, Jeannie, Laura, Stephenie
While women continue to be challenged by the gender pay gap, there are steps taken that can be taken to ensure financial security including:
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your goals and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.