We are a boutique wealth management firm working with high net worth families and non-profits nationwide from our office outside Aspen, Colorado. As an RIA (registered investment advisor), we are fiduciaries and combine our credentials (CFA, CFP), decades of experience, and integrity to deliver outstanding service and results.
As wealth managers, we help our clients focus on their goals, define and quantify risk, understand estate planning tactics, contemplate philanthropic opportunities, and consider taxes. We then develop an asset allocation plan that might include our core iFolios strategy, third party managers, and alternative asset strategies.
We have decades of experience working with high-net-worth and non-profit clients and we understand that these investors want a relationship with a wealth manager that understands their bigger picture, and can execute on the details, as well. Additionally, we work closely with our clients’ other advisors (attorneys, accountants, other portfolio managers), taking a team approach to best serve our clients.