Our Services

Denver Investments is an independent, employee-owned, registered investment advisor with a singular focus on the success of our clients. As an investment fiduciary, we put our clients’ interests above all others. Recognizing that clients have unique needs and objectives, we offer a diverse range of services to develop a customized solution for each of our clients. Our wealth management services include portfolio management, financial planning, estate planning, fiduciary services, planning for college funding, social screening, and retirement planning.

Portfolio Management (stocks, bonds, asset allocation)

Our portfolio managers work closely with clients to develop a customized investment strategy based on a thorough understanding of personal goals, risk tolerance, time horizon, tax considerations and more. A key step is determining the appropriate asset allocation. We utilize an in-house, risk-based model to analyze historic returns for different asset mixes along with the historic volatility of those mixes. Once we’ve determined a client’s asset allocation, we construct a customized portfolio, on a security-by-security basis, based on proprietary, fundamental research, which is the cornerstone of our investment approach.

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Financial Planning

We work with clients to evaluate the health of their balance sheet and cash flow in order to develop a financial plan that outlines their financial goals while taking into consideration the amount of risk they are comfortable taking while still being able to “sleep at night.” Clear conclusions from this process allow us to better leverage the research of over 30 analysts at the firm to develop a customized allocation of investments, with the goal of achieving clients’ long-term objectives. We conduct ongoing reviews to assess the robustness of the plan into future years and phases of life.

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Estate Planning

By working closely with clients’ attorneys, we can help guide clients’ transfer of wealth in many ways. We seek to achieve the results around clients’ wishes using the most appropriate tools available including:

  • Wills
  • Trusts
  • Valuation discounts for marketability and minority ownership reasons
  • Medical directives
  • Needs planning for traditional and non-traditional families

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Fiduciary Services

We partner with corporate fiduciaries to provide continuity of management for future generations in instances where a professional, third party trustee is appropriate.

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Planning for College Funding

Many of our clients are concerned about the rising cost of education. We help clients determine the best way to save for college expenses while balancing their needs for capital in other parts of their lives. These college saving options might include the use of a 529 plan, dynasty trust, education savings accounts, custodial accounts (UTMA/UGMA), Roth IRA, and other methods.

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Social Screening

Denver Investments has been providing clients with custom socially-screened portfolios for decades. We address each client’s specific screening objectives, and perform the necessary research and screening for a socially responsible portfolio.

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Retirement Planning including Cash Flow Analysis

“Will I have enough money to retire?” is a question we are commonly asked. Through our analysis, we provide clients peace of mind or constructive action steps as they are progressing along the path of their plan. We think it is crucial to update the answer to this question as a client’s life circumstances change and/or with changes in factors such as inflation, spending needs, and interest rates.

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