The DURABLE Process…
In 4 EASY Steps
1) Identify your Investment Objective.
Once we are confident we understand what makes you comfortable, we source experienced money managers, funds and individual investments for your portfolio.
2) Build Your Portfolio Model
Our wealth managers will research, identify and back-test a Strategic Asset Allocation that matches your Investment Safety Profile.
3) Your Seamless Transition
The resources of our entire team are dedicated to each client. Our experienced team will create the appropriate accounts, supporting documents and Financial Plans to address your needs.
4) Monitor your progress
Open lines of communication to your investment advisors. We go out of our way to answer client questions and meet client needs. YES, even on weekends.
So how do you get started?
Call to schedule your complimentary
visit or Zoom!
(303) 243-5720
But there’s more… beyond the Portfolio. We are privileged and humbled to assist our clients with the major financial questions life throws at you. From evaluating 401(k) choices to sorting through College Funding questions. From debt reduction strategies to Social Security election options.
DURABLE Wealth Management uses exhaustive research, modern tools and advanced techniques to blend together the Art & Science that IS Portfolio Construction. With Five (5) DISTINCT Investment Portfolio Models built with a mindful eye to Modern Portfolio Theory, your goals are addressed with Nobel Prize Winning † research backing us up.
† Markowitz, Miller, Sharpe for their pioneering work in the theory of financial economics and Modern Portfolio Theory, 1990, www.nobelprize.org
A note from the President:
DURABLE Wealth Management’s roots began in 1991 in Orlando, Florida where I began my career working with so many NASA Engineers and Disney executives. Decades later, I built an office in Greenwood Village, CO but maintain strong client relationships across the country. Our purpose is to deliver exceptional financial guidance and personalized service to help you manage your wealth, pass on a lasting heritage to loved ones and empower you to pursue your life’s aspirations. We are privileged and humbled to assist our clients with the major financial questions life throws at you. We take our fiduciary responsibility very seriously. DURABLE Wealth Management is your trusted financial advocate. We provide objective investment guidance and financial planning at reasonable prices to help you create DURABLE Wealth over your lifetime and beyond.
