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.