INVESTMENT  MANAGEMENT

Investment Management is one of the core services that our full-service team of advisors offers.

Our fiduciary model means investing our clients' hard-earned capital ethically, legally putting your best interest above our own.

INVESTING BY COMMITTEE

One element of our investment process that differentiates Denver Wealth Management, Inc. (DWM) from our peers is our Investment Committee.

Our advisors make all strategy and portfolio decisions as a Committee. We believe diverse thoughts and ideas benefit our clients rather than relying on one mind and voice to make all investment decisions.

OUR PROCESS

When investing your wealth, we employ our Summit Investment Process®—the proprietary process by which the DWM Investment Committee plans, identifies, examines, and implements the funds that we believe will best address your financial objectives.

Our process begins by researching and identifying which asset classes we believe offer the appropriate prospects of enhancing our investment portfolios, combining our internal research with other leading institutions, including LPL Financial.

Once we have determined our preferred allocation and investment product, our Investment Committee carefully considers a series of additional metrics, including:

  • Cost of Management
  • Long-Term Performance
  • Liquidity
  • Performance vs. Peers
  • Performance vs. Index
  • Manager Tenure
  • Manager's Holdings (Are they eating their own cooking?)
  • Risk Metrics

Once our team has narrowed down an individual product and manager, we test your portfolio in a YCharts, Morningstar, and Blackrock software to observe how the holdings perform in various scenarios, such as a recession, oil price fluctuations, inflation and deflation, and so on.

Our Summit Investment Process® ensures that our Investment Committee monitors your portfolio continuously. We consistently review the assets, classes, trailing returns, and expected future returns, making changes and rebalancing as needed.

For additional questions or to speak with an advisor about your specific situation, call our office at (303) 261-8015 or schedule a free consultation on our website.

 

 

Disclosure: All investing includes risk including the possible loss of principal. No strategy assures success or protects against loss. Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.