Colorado Financial Management is pleased to announce it has been named to the 2019 edition of the “Financial Times 300 Top Registered Investment Advisers”. The list recognizes top independent RIA firms from across the U.S. and it is the fourth year in a row for Colorado Financial Management.
Our first newsletter for 2019 is now available. CIO Brad Bickham recaps the market volatility from the fourth quarter and shares his insights for 2019. We also bid “happy trails” to Patty Meneley as she sets off for retirement.
We had some wild wintry weather on the morning of our annual market and economic overview at the Academy in Boulder this January. For our clients who couldn’t attend, we’re pleased to provide a recording of the presentation featuring Brad, Josh, and Dave.READ MORE
For the first time, women have surpassed men in controlling U.S. private wealth. According to a BMO study, women are expected to control $22 trillion of U.S. personal wealth by 2020.
With the growing amount of financial assets held by women, our industry is increasing the number of women-specific advisory firms and platforms. But do women really want women-only approaches?READ MORE
Our latest newsletter is available for your reading pleasure. Chief Investment Officer Brad Bickham, CFA, CFP® takes an in-depth look at the performance differential between U.S. and international equities over the last decade, plus additional history from our 30th year in business.
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