SERVICES

ABOUT OUR SERVICES

We offer a customized approach to meet your needs. Our core focus is on planning, managing and transferring your wealth so you can focus on today and be prepared for tomorrow.

 

We are unique in the fact that we are the oldest and largest independent personal trust company in Colorado and one of only a few throughout the Rocky Mountain region. This enables us to not only plan and guide our client’s investment portfolios, but to act as agent or trustee. This unique capability is complimented by our experienced team, robust technology platforms and world-class investment partners. Learn more about our integrated wealth strategies.

OUR SERVICES

Wealth Planning

We begin with honest conversations around what matters most to you. We develop a personalized financial planning and investment portfolio based on your specific goals and preferences. Our digital technology allows you to track your wealth anywhere, anytime.

Investment Management

Our investment management services combine expertise from our team with leading investment partners. We build a unique portfolio for each client that blends a wide range of asset classes, integrates sophisticated analytics and provides global diversification.

Fiduciary Services

Our integrated trust and estate services offers a holistic approach to wealth management and estate planning. Our team helps navigate the complexities of a wide variety of trust and estate administration with objective and skillful guidance.

OUR PARTNERS

OUR PATHWAYS PLANNING PROCESS

CONNECT + DISCOVER

First, we get to know one another and confirm we’re a good fit. We ask questions. We listen. We connect. We find out where you’re at today and your goals for the future. We help you identify your path through our Pathways Planning Process and establish the beginnings of a long-term partnership to get you where you want to be.

ORGANIZE + PLAN

Next, we help you gather and download important financial documents, including investment statements, balance sheets and estate plans, which gives us a 14,000-foot view of your financial picture. Our discovery process includes honest conversations with you and your spouse about what’s most important to you and your family.

ANALYZE + BUILD

Time to trek further and analyze your data with the help of our financial research partners, including BlackRock, Northern Trust and Goldman Sachs.  Our team analyzes and compares your data to begin charting a customized path to meet your personal and financial goals.

LEGACY + TRUST

Just like no two trails are identical, we know each of our clients are unique. Because of this, we develop a customized plan based on your objectives and our analysis.  Using our proprietary software, we build a priority action list to help us deliver a strategy to position you on the right path.

IMPLEMENT

One of the most valuable assets we offer is helping to put your plan into action. We implement your financial plan and help you stay on course, while continuing to monitor market conditions and position your portfolio for long-term success.

REVIEW

Finally, we reconnect with you to review your plan and any necessary changes or transitions, while giving you 24/7 access to track your portfolio’s performance. Our document vault and planning portal allow you and our team to monitor progress and adjust the plan, if necessary, so you can rest easy and do big things today… and tomorrow.

CONNECT + DISCOVER

We ask questions. We listen. We connect. We find out where you’re at today and your goals for the future.

ORGANIZE + PLAN

We help you organize, identify your path and put your plan into action. This clarity provides confidence to get you where you want to be.

ANALYZE + BUILD

We build world-class investment portfolios tailored to each client’s unique situation  and positioned for long-term success.

LEGACY + TRUST

We offer a holistic approach to wealth management and legacy planning — ensuring that your money does what you want it to do for generations to come.

LEGACY + TRUST

We offer a holistic approach to wealth management and legacy planning — ensuring that your money does what you want it to do for generations to come.

REVIEW

Finally, we reconnect with you to review your plan and any necessary changes or transitions, while giving you 24/7 access to track your portfolio’s performance. Our document vault and planning portal allow you and our team to monitor progress and adjust the plan, if necessary, so you can rest easy and do big things today… and tomorrow.

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