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.
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.
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.
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.
Our 2nd issue is completed and includes a variety of articles- Bear Vs. Bull market, How to Keep Your Cash Flow Strong and two seasonal based reads: Halloween-Yesterday and Today, and the brief history of Pumpkin Spice! Peruse our Meet the Team from Intelligent Investment Management page where you can attach a face to the people that are working for you and your family's financial security. We hope you enjoy this seasonal periodical and we look forward to sending you timely articles that are up-to-date, educational and entertaining.
View the Fall magazine here: Perspectives Magazine
View the Summer edition here:
Intelligent Investment Management, LLP
are proud sponsors of the
2020 FESTIVAL of TREES
Visit our December Financial Planner
for additional information:
Community Connections, a local non-profit that provides services for those in the Four Corners Area with intellectual and developmental disabilities. For more information, go to their website: https://www.communityconnectionsco.org/
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.
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:
For information about all phases of the state’s COVID-19 dial framework for public health protections, visit https://covid19.colorado.gov/data/covid-19-dial.
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/
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