CFM Highlights

CFM Makes FT Top 300 RIA List For 2018

Colorado Financial Management is pleased to announce it has been named to the 2018 edition of the “Financial Times 300 Top Registered Investment Advisers”, marking three years in a row for CFM and four out of the last five. The list recognizes top independent RIA firms from across the U.S.READ MORE

Cybersecurity & How to Reduce your Risk

We recently had the pleasure of hosting a specialized client event and presentation with Fidelity expert, Gary Rossi, on personal cybersecurity and what individuals can do to reduce their risk. Thanks to our relationship with Fidelity, we were able to offer a unique opportunity for clients and guests to learn about first hand experiences, professional expertise, risk mitigation and the importance of strategic planning.READ MORE

Charitable Giving – Colorado Gives Day

Today is Colorado Gives Day, an initiative put on by the Community First Foundation every year to help benefit participating Colorado nonprofits (over 1,800 at last count).

A $1,000,000 incentive fund helps boost every donation and the event drives lots of extra publicity for nonprofits all over the state. The free nonprofit database is also a great research tool when looking into Colorado charities.

We are proud to contribute as a firm during the state’s largest single-day giving initiative and hope you find a way to do so as well.

SBL is hiring!

Attention Denver: we’re hiring an Associate Financial Advisor to work out of our Cherry Creek location.  Great benefits, great team.  Full details here.

Financial Times Top 300 RIAs

Financial Times’ Top 300 RIAs

Sargent Bickham Lagudis has been selected in the inaugural Financial Times’ ranking of the Top 300 Registered Investment Advisers.  The full list of recognized advisers is available in the June 26 edition of the FT, as well as at FT.com.

READ MORE

New Boulder Office

On Monday, June 16th we hosted an Open House event at our beautiful new Boulder office at 4840 Pearl East Circle.

We were thrilled to welcome over 100 clients, partners, and friends for a social evening and a tour of our new space.READ MORE