Who We Are
We are an independent registered investment advisor working with our clients nationwide from our office outside Aspen, Colorado. We specialize in helping families, trusts, and non-profits invest for growth and income and, at the same time, protect from drawdown losses. As fiduciaries, we combine our credentials (CFA, CFP), experience, and integrity to deliver outstanding results.
What We Do
We help clients clarify their financial goals and tolerance for drawdowns. We manage client portfolios using our proprietary iFolios strategy. iFolios are portfolios of index funds, managed for upside growth and drawdown protection, using a systematic, trend-following strategy. We spend our day talking with clients and managing their portfolios.
Why Us
We have the right blend of expertise, strategy, and compassion to give investors what they’re really looking for: a trusted relationship, high caliber professionals, and a strategy that is equally focused on making money and not losing it. Many firms may talk like this, but we actually have the people, structure, and strategy in place to perform.