Investment Management That’s Focused on Retirement

For many clients, their investment portfolio is the engine that will carry them through retirement, and because of this, investment management is a critical part of the retirement planning puzzle…and the investment landscape is more complicated than it’s ever been. Mutual fund research company Morningstar lists over 27,000 mutual funds and over 2,000 Exchange Traded Funds (ETFs).

More importantly, your investment portfolio doesn’t exist in a vacuum; it exists in the context of your personal financial situation. So, the selection of an investment strategy, your overall portfolio allocation, and the level of diversification all impact not just your investment outcome, but your retirement outcome. The asset and investment management approach you select and how you implement that approach matters!

We use an investment management approach that relies not on speculation about what might happen next month or next year, but on evidence-based research and the best thinking from leading academic institutions like the University of Chicago and many of its Nobel Prize-winning economists. We help cut through the investment confusion to construct a strategy to help maximize your likelihood for a comfortable retirement.

Here are some of the investment and portfolio questions we can help you answer in the context of your specific situation.

Click here for a much more extensive discussion of what really matters in investment management or here for a very short summary of what I believe ultimately matters in investment decisionmaking (and financial decisionmaking, in general).

We serve Denver, Littleton, Englewood, Parker, Highlands Ranch, Castle Rock, Lakewood, Centennial, Aurora and the Denver Tech Center from our Greenwood Village, CO Investment Management office.