Portfolio Management

Our strategic portfolio management process includes these key steps:

  1. Gaining an in-depth understanding of your financial situation and goals, through:
    • Carefully analyzing your current portfolio and tax situation.
    • Fully engaging with you in a meaningful conversation about your dreams, goals, needs, concerns, investment preferences, and tolerance for risk.
  2. Developing an asset allocation strategy (an investment mix) that reflects your personal situation and our in-depth economic research.
  3. Finding high quality, low cost, tax-efficient investments to construct your portfolio.
  4. Continually tracking performance and periodically rebalancing to targets (to enhance expected returns and limit potential risk).
  5. Communicating with you regularly to ensure transparency. To make sure you have a firm understanding of how your assets are invested and how they are performing, we will:
    • Schedule periodic meetings to discuss strategy and progress.
    • Provide quarterly reports on investment performance and holdings.

To learn more about how we strategically manage portfolios, please visit Our Investment Approach page or contact Colorado Capital Management today.