Why CCM?
When you choose Colorado Capital Management, you get an independent fee-only wealth management firm with top credentials, a proven track record, and an outstanding reputation.
Here are some of the key reasons you should choose CCM over competitors:
- Your Interests Come First. Period. Unlike brokers, we have a fiduciary responsibility to you. We are objective, transparent, and carefully structured to avoid the conflicts of interest and scandals that plague others in our industry.
- Our Exceptional Qualifications. Our principals have decades of combined experience as financial advisors, distinguished academic training, and top professional qualifications to provide you with expert financial advice.
- A Direct Relationship with Our Principals. Each client works directly with one of our principals, who in turn is supported by a highly experienced and caring professional team. We communicate frequently and clearly, and are highly responsive to client needs.
- Our Sophisticated Investment Approach: We seek to optimize the risk and return characteristics of each client account through careful asset allocation, broad diversification, passively-managed (index) investments, and proactive re-balancing. This is complemented with personalized financial planning services.
- Our Fee-Only Structure We are a fee-only adviser, charging very competitive rates for portfolio management, and severely limiting outside fees and taxes by trading infrequently and using low-cost index funds. And for most clients, we offer retirement, tax, insurance and estate planning services at no additional cost.
Contact Colorado Capital Management today to learn more about our financial planning and investment management services, and how we can help you secure your financial future.
