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Intelligent Investment Management, LLP

Intelligent Investment Management, LLP

(970) 403-1234

Intelligent Investment Management, LLP was founded in 1997 after G. Stephen (Steve) Wheeldon   had spent many years working for clients as a CPA and financial planner. He came to the realization that each investment advisory firm he had worked with had its own agenda; which in most cases did not align well with the financial goals and objectives of his clients. There was (and is) a better way to provide investment management services to individuals and families. It is an approach that is focused on helping each client achieve their long-term financial goals and objectives. It includes:

  • A fiduciary obligation putting clients' interests first
  • No hidden commissions or fees (competitive fee-only compensation)
  • Independence from any Wall Street firm or investment company
  • Full and completely transparent disclosure ensuring no conflicts of interest
  • Client investment portfolios that include the same investments as the Firms owners' portfolios