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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.

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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.



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 more information on the COVID vaccine visit:   Vaccine for Coloradoans

 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/

CDC Guidelines for those fully vaccinated:

This is the first set of public health recommendations for fully vaccinated people. This guidance will be updated and expanded based on the level of community spread of SARS-CoV-2, the proportion of the population that is fully vaccinated, and the rapidly evolving science on COVID-19 vaccines.

For the purposes of this guidance, people are considered fully vaccinated for COVID-19 ≥2 weeks after they have received the second dose in a 2-dose series (Pfizer-BioNTech or Moderna), or ≥2 weeks after they have received a single-dose vaccine (Johnson and Johnson [J&J]/Janssen ).

The following recommendations apply to non-healthcare settings.

Fully vaccinated people can:

  • Visit with other fully vaccinated people indoors without wearing masks or physical distancing
  • Visit with unvaccinated people from a single household who are at low risk for severe COVID-19 disease indoors without wearing masks or physical distancing
  • Refrain from quarantine and testing following a known exposure if asymptomatic

For now, fully vaccinated people should continue to:

  • Take precautions in public like wearing a well-fitted mask and physical distancing
  • Wear masks, practice physical distancing, and adhere to other prevention measures when visiting with unvaccinated people who are at increased risk for severe COVID-19 disease or who have an unvaccinated household member who is at increased risk for severe COVID-19 disease
  • Wear masks, maintain physical distance, and practice other prevention measures when visiting with unvaccinated people from multiple households
  • Avoid medium- and large-sized in-person gatherings
  • Get tested if experiencing COVID-19 symptoms
  • Follow guidance issued by individual employers
  • Follow CDC and health department travel requirements and recommendations



Colorado is currently vaccinating it's citizens.

Any person 16 years and above is eligible to receive a vaccine.

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



A mandatory mask-wearing requirement for Colorado first went into effect in July 2020 and recently was amended in Executive Order D 2021 07 9  on April 3, 2021.

The updated Executive Order will continue to require mask-wearing for all counties in schools (including extracurricular activities), child care centers, indoor children's camps, public-facing state government facilities, emergency medical and other healthcare settings, personal services and limited healthcare settings as defined by Public Health Order (PHO) 20-36, congregate care facilities, prisons, and jails. In counties with one-week disease incidence rates over 35 per 100,000 - which are known in Dial 3.0 as blue, yellow, orange, red, and purple counties - masks must also be worn in public indoor settings where 10 or more unvaccinated individuals or individuals of unknown vaccination status are present.

Local communities 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   

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