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An Approach Designed For You No One Strategy Fits Everyone Our Team Approach Understanding

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.

Learn more


Beginning June 1st, our summer office hours are:

Monday-Thursday 9:00 AM- 4:00 PM

Friday 9:00 AM-2:00 PM

Please feel free to leave us a message at any time by calling (970) 403-1234.


Intelligent Investment Management, LLP Events:

Let’s Golf!

Friday, July 23, 2021 | Dalton Ranch Golf Course

 26TH ANNUAL Charity Golf Classic



 We're proud sponsors of the $1 million Shootout!

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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