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Investing for tomorrow.  Today.

Welcome to Intelligent Investment Management, LLP

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.


                        View our new quarterly magazine: Perspectives.


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:                                                    

Information about COVID-19

Thinking of traveling?

 Learn more here: Travel during COVID



Getting outdoors? Planning a trip to the resorts? Read below for information on openings and procedures.

Colorado Ski Country and 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/

 

La Plata County Will Move to COVID-19 Dial Level Orange

SJBPH Issues Health Advisory for La Plata County

Immediate Community Action Needed to Avoid Stay-at-Home Order

 Durango, Colo.: To reduce community transmission and slow a dramatic rise in cases that threatens our school learning models and our local economy, San Juan Basin Public Health (SJBPH) and the Colorado Department of Public Health and Environment (CDPHE) are moving La Plata County to COVID-19 Dial Level Orange: High Risk (formerly known as Safer at Home Level 3) and SJBPH is restricting public and private gatherings beginning Friday, November 13. 

 Until now, local schools have been able to stay open with in-person instruction options because of their precautions to control the spread of the virus and due to low levels of community transmission. These low case counts also enabled businesses and events to be open in-person and avoid workplace exposures and outbreaks. Unfortunately, in the last fourteen days SJBPH has identified 224 cases of COVID-19 in La Plata County residents- more than were identified in the entire period from March to early August. COVID-19 is now widespread in the La Plata County community, with daily exposures identified in schools, businesses, and special events, and is placing pressure on local hospital capacity.

 To reduce transmission at workplaces and social gatherings and avoid the need for a Stay-at-Home Order that severely impacts our schools and economy, SJBPH and CDPHE are moving La Plata County into Level Orange: High Risk on the state’s COVID-19 dial, which reduces the legal operating capacity for most businesses from 50% to 25% and moves last call for alcohol sales to 10:00 PM. The full list of changes associated with moving levels on the dial can be found at the CDPHE website. This change in public health restrictions will go into effect at 12:01 AM on Friday, November 13.

 To support compliance with the new restrictions and reduce transmission in social settings where mask-wearing and physical distancing are less common, SJBPH has issued a Public Health Advisory for La Plata County. The Advisory strongly recommends that public and private gatherings in any indoor setting be limited to one household only, and that people stay at home between the hours of 10:30 PM and 5:00 AM. SJBPH recommends that all non-critical businesses close to the public during these hours. The Advisory will remain in effect until November 30 but will be reviewed prior to Thanksgiving Day.

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.

 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 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/

  

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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