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.
While women continue to be challenged by the gender pay gap, there are steps they can take to ensure their financial security including knowing the details of their finances, being an active consistent saver, planning for the future, setting goals, building credit, minimizing high-interest debt and forming a bond with their financial advisor.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and 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.
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