Services We Offer

At Colorado West Investments,  we don’t rely on just performance or discounted fees to attract or retain our clients. Instead, we rely on our consultative process and the services we provide that deliver value every day.

Evaluation- Through interviews, analysis, and experience we help you evaluate your personal situation and identify investment goals in relation to your time horizon and risk tolerance.

Planning- A long-term plan helps you to stay focused on your goals and to avoid making emotional decisions. We educate you on the importance of a comprehensive plan and develop a strategy aimed at helping you reach your objectives

Selection- Our firm conducts extensive due diligence on the portfolio managers and investments offered and then selects appropriate options from this vetted pool.

Monitoring- We monitor and evaluate client portfolios in light of their stated goals.

Transparency- We freely disclose and discuss fees as appropriate payment in exchange for services rendered.

Wealth Management- In concert with a team of specialists, we consult on investment issues relating to retirement, estate planning,  tax efficiency and more.

Available Services:

Investments & Strategy

Financial Planning

Retirement Planning

Estate Planning