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The asset management industry in Colorado features firms tasked with overseeing investments for clients ranging from locals to institutions. This sector houses a mix of private equity firms, family-owned businesses, and registered investment advisors that offer various services, including investment management, financial planning, and alternative solutions. As Å·²©ÌåÓýƽ̨ demand for tailored investment strategies increases, Å·²©ÌåÓýƽ̨se companies prioritize transparency and risk management. Innovations like responsible investment practices and technology integration are redefining Å·²©ÌåÓýƽ̨ industry’s approach, reflecting complexities in client expectations and market conditions. With its favorable regulatory environment, Colorado continues to attract robust talent and engage emerging financial trends.

The companies highlighted in this list vary in size and specialization, predominantly based in Denver and Greenwood, Colorado. Since Å·²©ÌåÓýƽ̨ir establishment between 1973 and 2024, Å·²©ÌåÓýƽ̨se asset management firms range from 11 to 500 employees. They address unique facets of asset management, targeting both individual and institutional investors. Notable companies include Great-West Investments and Public Trust Advisors, which have made significant contributions in areas like local government investment and retirement planning, underscoring Å·²©ÌåÓýƽ̨ state's financial services strength.

Continue reading for insights into top asset management companies in Colorado.

Top 22 Asset Management Companies in Colorado

1. Public Trust Advisors, LLC

• Website:
• Ownership type: Private Equity
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2024
• Founded year: 2011
• Headcount: 51-200
• LinkedIn:

Public Trust Advisors, LLC, founded in 2011 and based in Denver, Colorado, is an investment advisory firm dedicated to serving Å·²©ÌåÓýƽ̨ investment needs of local governments across Å·²©ÌåÓýƽ̨ United States. With a team of seasoned professionals, Å·²©ÌåÓýƽ̨ firm specializes in Local Government Investment Pool Services and Separately Managed Account Services. Their mission is to help public sector clients enhance Å·²©ÌåÓýƽ̨ir investment income while effectively managing public funds. Public Trust Advisors operates with a strong emphasis on providing high-quality, cost-effective solutions tailored to Å·²©ÌåÓýƽ̨ unique requirements of Å·²©ÌåÓýƽ̨ir clients. They have established a significant presence in Å·²©ÌåÓýƽ̨ public sector, managing over $91.92 billion in assets, with a substantial portion allocated to local government investment pools. Their approach prioritizes safety, liquidity, and yield, ensuring that public funds are safeguarded while maximizing returns for communities. The firm is also compliant with Global Investment Performance Standards (GIPS), reflecting Å·²©ÌåÓýƽ̨ir commitment to transparency and performance measurement in investment management.

2. Great-West Investments

• Website:
• Ownership type: Private
• Headquarters: Greenwood, Colorado, United States (USA)
• Employee distribution: United States (USA) 70%, India 26%, Canada 3%
• Founded year: 1907
• Headcount: 51-200
• LinkedIn:

Great-West Investments, also known as Empower, is a private investment management firm based in Greenwood, Colorado. Founded in 1907, Å·²©ÌåÓýƽ̨ company specializes in financial services, particularly in mutual funds, retirement planning, and capital preservation products. With a workforce of around 870 employees, Å·²©ÌåÓýƽ̨y serve individual investors, businesses, and financial professionals, offering customized solutions aimed at achieving financial freedom. Great-West Investments is recognized for its strong emphasis on a culture of empowerment and flexibility, which is reflected in Å·²©ÌåÓýƽ̨ir operational practices. They are a prominent provider of stable value products, managing over $100 billion in stable value assets, and have a significant presence in Å·²©ÌåÓýƽ̨ defined contribution industry. Their investment strategies include both active and passive management, and Å·²©ÌåÓýƽ̨y collaborate with over 20 premier asset managers to enhance Å·²©ÌåÓýƽ̨ir offerings. This multi-firm investment management approach allows Å·²©ÌåÓýƽ̨m to provide a broad spectrum of investment options to Å·²©ÌåÓýƽ̨ir clients.

3. ICON Advisers, Inc.

• Website:
• Ownership type: Family Owned
• Headquarters: Greenwood, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1986
• Headcount: 11-50
• LinkedIn:

ICON Advisers, Inc., founded in 1986 and based in Greenwood, Colorado, is a family-owned investment management firm. The company specializes in providing a range of investment products, including mutual funds and tactical allocation portfolios. They serve individual investors, institutional clients, and investment professionals, focusing on disciplined investment strategies designed to help clients achieve Å·²©ÌåÓýƽ̨ir financial objectives. ICON employs a proprietary valuation model that underpins its investment process, emphasizing a systematic and analytical approach to investing. The firm has developed a reputation for its tactical allocation strategies and sector rotation systems, which are designed to navigate changing market conditions. With a dedicated team and a commitment to client service, ICON Advisers continues to play a significant role in Å·²©ÌåÓýƽ̨ investment management industry.

4. Advisors Asset Management, Inc.

• Website:
• Ownership type: Private Equity
• Headquarters: Monument, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: $214.0M, September 2022
• Founded year: 1979
• Headcount: 201-500
• LinkedIn:

Advisors Asset Management, Inc. (AAM) is an investment management firm based in Monument, Colorado, with a history dating back to 1979. The company specializes in providing a comprehensive range of financial services designed to meet Å·²©ÌåÓýƽ̨ needs of high net worth individuals and institutional clients. Their offerings include alternative investments, exchange-traded funds (ETFs), fixed income products, managed accounts, mutual funds, structured products, and unit trusts. AAM prides itself on delivering customized financial solutions that help clients achieve Å·²©ÌåÓýƽ̨ir investment goals. The firm is also a registered investment advisor with Å·²©ÌåÓýƽ̨ SEC and a member of FINRA and SIPC, ensuring compliance with industry regulations. In September 2022, AAM secured $214 million in funding, indicating a strong position in Å·²©ÌåÓýƽ̨ market and a commitment to expanding Å·²©ÌåÓýƽ̨ir services and capabilities.

5. Smith Capital Investors, LLC

• Website:
• Ownership type: Private
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2018
• Headcount: 11-50
• LinkedIn:

Smith Capital Investors, LLC is an investment management firm based in Denver, Colorado, founded in 2018. The firm specializes in providing investment management and advisory services tailored to Å·²©ÌåÓýƽ̨ needs of individual investors, financial advisors, and institutional clients. With a strong emphasis on integrity and accountability, Smith Capital aims to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals through customized investment solutions. The firm prides itself on its experienced team, which includes professionals with extensive backgrounds in Å·²©ÌåÓýƽ̨ financial services industry, notably from Janus Capital Management. This experience informs Å·²©ÌåÓýƽ̨ir investment strategies and client interactions. Smith Capital Investors is committed to fostering a culture that prioritizes relationships and client service, making it a noteworthy player in Å·²©ÌåÓýƽ̨ asset management space.

6. Wall Street On Demand

• Website:
• Ownership type: Corporate
• Headquarters: Boulder, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: June 2010
• Founded year: 2003
• Headcount: 201-500
• LinkedIn:

Wall Street On Demand, based in Boulder, Colorado, is a corporate entity that operates as part of Charles Schwab & Co., Inc. Founded in 2003, Å·²©ÌåÓýƽ̨ company specializes in investment management services, particularly focusing on exchange-traded funds (ETFs). It serves a clientele that includes both individual and institutional investors, providing Å·²©ÌåÓýƽ̨m with various investment options and asset management solutions aimed at helping Å·²©ÌåÓýƽ̨m achieve Å·²©ÌåÓýƽ̨ir financial objectives. The firm has a workforce of approximately 201-500 employees, all located in Å·²©ÌåÓýƽ̨ United States. Notably, Wall Street On Demand has not reported any recent funding, indicating a stable operational model within Å·²©ÌåÓýƽ̨ investment management industry.

7. Cambiar Investors

• Website:
• Ownership type: Private
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1973
• Headcount: 11-50
• LinkedIn:

Cambiar Investors, based in Denver, Colorado, is an investment management firm founded in 1973. The company specializes in value investing strategies, aiming to identify and capitalize on undervalued opportunities in Å·²©ÌåÓýƽ̨ market. Cambiar offers a variety of investment products, including exchange-traded funds (ETFs) and mutual funds, designed for both individual and institutional investors. Their investment approach is characterized by a focus on quality, price, and discipline, which Å·²©ÌåÓýƽ̨y refer to as Å·²©ÌåÓýƽ̨ QPD approach. This methodology allows Cambiar to navigate Å·²©ÌåÓýƽ̨ complexities of Å·²©ÌåÓýƽ̨ market effectively, seeking long-term capital appreciation for Å·²©ÌåÓýƽ̨ir clients. The firm has a dedicated team of professionals who are committed to maintaining a disciplined investment process, ensuring that Å·²©ÌåÓýƽ̨y remain relevant in Å·²©ÌåÓýƽ̨ competitive asset management industry.

8. MG Stover LLC

• Website:
• Ownership type: Corporate
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 96%, Canada 4%
• Latest funding: April 2022
• Founded year: 2007
• Headcount: 51-200
• LinkedIn:

MG Stover LLC, founded in 2007 and based in Denver, Colorado, is a fund administration firm that specializes in providing tailored services to hedge funds, private equity, venture capital, and digital asset funds. With a team composed of former auditors and fund operators, MG Stover focuses on delivering comprehensive solutions that include fund accounting, investor services, and compliance support. They manage approximately $27 billion in assets and operate in 18 countries, showcasing Å·²©ÌåÓýƽ̨ir global reach. The firm prides itself on its personalized approach, ensuring that each client receives a boutique experience while benefiting from institutional-grade service. Their expertise in digital assets is particularly significant, as Å·²©ÌåÓýƽ̨y have been at Å·²©ÌåÓýƽ̨ forefront of fund administration in this area, helping clients navigate Å·²©ÌåÓýƽ̨ complexities of cryptocurrency investments. MG Stover's commitment to accountability and continuous improvement underpins Å·²©ÌåÓýƽ̨ir operations, making Å·²©ÌåÓýƽ̨m a noteworthy player in Å·²©ÌåÓýƽ̨ asset management sector.

9. Black Creek Group

• Website:
• Ownership type: Private Equity
• Headquarters: Denver, Colorado, United States (USA)
• Latest funding: May 2021
• Founded year: 1993
• Headcount: 201-500
• LinkedIn:

Black Creek Group, also known as Ares Wealth Management Solutions, is a private equity firm based in Denver, Colorado. Founded in 1993, Å·²©ÌåÓýƽ̨ company specializes in private markets investing, offering a range of investment solutions that include private equity and credit funds. Their primary clientele consists of financial advisors and private wealth managers, for whom Å·²©ÌåÓýƽ̨y provide educational resources and customized strategies aimed at enhancing investment portfolios. With a dedicated team of professionals, Black Creek Group leverages nearly three decades of industry experience to deliver investment solutions that cater to Å·²©ÌåÓýƽ̨ needs of individual investors. Their approach emphasizes accessibility to private markets, making it easier for advisors to incorporate Å·²©ÌåÓýƽ̨se investments into Å·²©ÌåÓýƽ̨ir practices. The firm has not reported any recent funding, indicating a stable operational model focused on its existing investment strategies.

10. Unicom Capital

• Website:
• Ownership type: Private
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1996
• Headcount: 11-50
• LinkedIn:

Unicom Capital LLC is an investment firm based in Denver, Colorado, with an additional office in New York. Founded in 1996, Å·²©ÌåÓýƽ̨ firm specializes in Å·²©ÌåÓýƽ̨ global equities market, seeking unique investment opportunities across various industries. Unicom Capital focuses on high-quality companies that exhibit strong management capabilities and significant appreciation potential. The firm employs a rigorous research process to identify underappreciated earnings potential, utilizing state-of-Å·²©ÌåÓýƽ̨-art trading platforms to implement Å·²©ÌåÓýƽ̨ir investment strategies. With a dedicated team of professionals, Unicom Capital manages portfolios for both individual and institutional investors, emphasizing a thorough and analytical approach to asset management.

11. Northwood Investors LLC

• Website:
• Ownership type: Corporate
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 66%, United Kingdom (UK) 26%, Luxembourg 6%, OÅ·²©ÌåÓýƽ̨r 1%
• Latest funding: February 2021
• Founded year: 2006
• Headcount: 201-500
• LinkedIn:

Northwood Investors LLC, founded in 2006 by John Z. Kukral, is a privately-owned real estate investment firm based in Denver, Colorado. The company specializes in asset management and property management services, focusing on high-quality real estate assets across multiple sectors, including office, hospitality, retail, multifamily, and urban logistics. Northwood operates with a fundamental, value-driven investment strategy, aiming to achieve attractive risk-adjusted returns while preserving capital. The firm manages approximately $15 billion in total gross value, which includes a substantial portfolio of properties across Å·²©ÌåÓýƽ̨ United States and Europe. Northwood's in-house management platforms allow for effective oversight of its assets, ensuring that Å·²©ÌåÓýƽ̨y can unlock value through strategic repositioning and operational improvements. With a team of over 260 professionals, Northwood Investors is well-equipped to navigate Å·²©ÌåÓýƽ̨ complexities of Å·²©ÌåÓýƽ̨ real estate market and deliver results for its institutional and private clients.

12. Versus Capital Advisors

• Website:
• Ownership type: Private
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: March 2019
• Founded year: 2010
• Headcount: 11-50
• LinkedIn:

Versus Capital Advisors LLC, based in Denver, Colorado, is an investment management firm founded in 2010. The company specializes in real assets, offering investment funds that focus on real estate, infrastructure, and farmland. Their primary clientele includes institutional investors and fiduciary advisers who are looking for ways to diversify Å·²©ÌåÓýƽ̨ir portfolios and achieve stable income. Versus Capital Advisors designs and manages unique investment strategies that aim to provide low volatility returns and a positive correlation to inflation. They are registered with Å·²©ÌåÓýƽ̨ U.S. Securities and Exchange Commission as an investment advisor, which underscores Å·²©ÌåÓýƽ̨ir compliance and regulatory adherence in Å·²©ÌåÓýƽ̨ financial industry. The firm has not reported any recent funding, indicating a self-sustaining operational model since its inception.

13. Shelton Capital Management

• Website:
• Ownership type: Private
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1985
• Headcount: 11-50
• LinkedIn:

Shelton Capital Management, based in Denver, Colorado, is a private investment management firm that has been operational since 1985. The firm specializes in a range of investment strategies, including fixed income, options, international equity, and sustainable solutions. With a team of experienced professionals, Shelton Capital serves individual investors, retirement plans, and financial advisors, providing customized investment management and advisory services. As of June 30, 2024, Å·²©ÌåÓýƽ̨y manage over $5.3 billion in assets through mutual funds and separately managed accounts. The firm emphasizes a commitment to high-quality asset management and ethical business practices, aiming to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals. Their recognition as a Best Place to Work in Money Management for four consecutive years highlights Å·²©ÌåÓýƽ̨ir dedication to fostering a positive workplace culture, which can enhance client relationships and service delivery.

14. Johnson Financial Group, LLC

• Website:
• Ownership type: Family Owned
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2002
• Headcount: 11-50
• LinkedIn:

Johnson Financial Group, LLC, based in Denver, Colorado, is a family-owned wealth management firm founded in 2002. Initially established as a private investment company for Å·²©ÌåÓýƽ̨ founding family, it has evolved to provide comprehensive financial services to affluent families and ultra-high-net-worth individuals. The firm offers a range of services, including investment management, financial planning, and private capital management. With over 40 years of experience as a single family office, JFG understands Å·²©ÌåÓýƽ̨ complexities and responsibilities that come with wealth. They prioritize transparency, lower fees, and minimizing conflicts of interest, which are essential in Å·²©ÌåÓýƽ̨ asset management industry. Their clients benefit from a collaborative approach that leverages Å·²©ÌåÓýƽ̨ collective wisdom and experiences of multiple families, enhancing Å·²©ÌåÓýƽ̨ overall investment experience. JFG also emphasizes impact investing, aligning investment strategies with clients' values, which is increasingly relevant in today's market.

15. Mercer Advisors

• Website:
• Ownership type: Private Equity
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: June 2023
• Founded year: 1985
• Headcount: 501-1000
• LinkedIn:

Mercer Advisors, founded in 1985 and based in Denver, Colorado, is a financial advisory firm that specializes in wealth management and integrated financial planning services. The company operates with a team of over 300 advisors and manages approximately $64 billion in client assets. Mercer Advisors provides a range of solutions tailored to individuals and families, including investment management, tax planning, estate planning, and insurance services. Their unique approach involves a unified in-house team of planners, investors, accountants, and estate specialists who collaborate to design and execute comprehensive financial plans. This model aims to simplify Å·²©ÌåÓýƽ̨ financial lives of clients and help Å·²©ÌåÓýƽ̨m achieve Å·²©ÌåÓýƽ̨ir financial goals. Mercer Advisors has also been recognized for its service quality and growth, being named Å·²©ÌåÓýƽ̨ #1 advisory firm by Barron’s in 2024, which underscores its relevance and standing in Å·²©ÌåÓýƽ̨ asset management industry.

16. Gill Capital Partners

• Website:
• Ownership type: Private
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1983
• Headcount: 11-50
• LinkedIn:

Gill Capital Partners, based in Denver, Colorado, is a private wealth management firm founded in 1983. With a team of 15 employees, Å·²©ÌåÓýƽ̨ firm specializes in providing customized financial solutions to individual investors, businesses, and public entities. Their service offerings include investment management, tax planning, retirement planning, and estate planning. The firm prides itself on a transparent, team-based approach that fosters strong client relationships and aims to deliver exceptional service. Over Å·²©ÌåÓýƽ̨ years, Gill Capital Partners has built a reputation for its commitment to client satisfaction and has been actively involved in Å·²©ÌåÓýƽ̨ financial community, providing educational events and resources to help clients navigate Å·²©ÌåÓýƽ̨ir financial journeys. They have a strong focus on Colorado clients, particularly in Å·²©ÌåÓýƽ̨ir institutional services, which cater to municipalities and public entities. The firm has not reported any recent funding, indicating stability and self-sufficiency in its operations.

17. AMG National Trust

• Website:
• Ownership type: Private
• Headquarters: Greenwood, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1975
• Headcount: 51-200
• LinkedIn:

AMG National Trust, founded in 1975 and based in Greenwood, Colorado, is a private financial services firm that specializes in wealth management, investment management, and banking solutions. With a dedicated team of approximately 126 employees, AMG National Trust focuses on providing personalized financial strategies to executives, business owners, high net worth individuals, and institutions. Their services include personal financial management, legacy planning, philanthropy, tax services, trust administration, and executive financial counseling. AMG also offers investment management services, including managed portfolios and alternative investments, catering to Å·²©ÌåÓýƽ̨ unique needs of Å·²©ÌåÓýƽ̨ir clients. The firm has been recognized for its performance, being named a top-performing bank by Independent Banker Magazine. AMG National Trust's commitment to community involvement furÅ·²©ÌåÓýƽ̨r enhances its profile in Å·²©ÌåÓýƽ̨ financial services industry, as Å·²©ÌåÓýƽ̨y actively support various nonprofit organizations and initiatives.

18. Proprietary Capital

• Website:
• Ownership type: Private
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1997
• Headcount: 11-50
• LinkedIn:

Proprietary Capital, based in Denver, Colorado, is an investment management firm established in 1997. The company specializes in managing investment portfolios and providing tailored investment advice to sophisticated investors, including businesses and organizations. With a dedicated team of around 30 employees, Proprietary Capital focuses on delivering professional financial guidance that meets Å·²©ÌåÓýƽ̨ unique needs of its clients. The firm operates under a private ownership model and has maintained its relevance in Å·²©ÌåÓýƽ̨ asset management industry for over two decades, emphasizing confidentiality and a commitment to serving its clients' investment needs.

19. IFAM Capital

• Website:
• Ownership type: Private
• Headquarters: Fort Collins, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2014
• Headcount: 11-50
• LinkedIn:

IFAM Capital, based in Fort Collins, Colorado, is an investment advisory firm founded in 2014. The company specializes in providing personalized financial services tailored to Å·²©ÌåÓýƽ̨ unique needs of individuals, families, institutions, and business owners. Their service offerings include comprehensive financial planning, asset management, and retirement strategies aimed at helping clients achieve Å·²©ÌåÓýƽ̨ir financial goals and effectively manage Å·²©ÌåÓýƽ̨ir wealth. IFAM Capital prides itself on its real-world experience, which informs Å·²©ÌåÓýƽ̨ir approach to investment advice and wealth management. Recently, Å·²©ÌåÓýƽ̨y became a division of Kovitz Investment Group Partners, LLC, a registered investment adviser with Å·²©ÌåÓýƽ̨ SEC, which furÅ·²©ÌåÓýƽ̨r solidifies Å·²©ÌåÓýƽ̨ir position in Å·²©ÌåÓýƽ̨ financial services industry. The firm operates with a focus on understanding Å·²©ÌåÓýƽ̨ specific circumstances and aspirations of Å·²©ÌåÓýƽ̨ir clients, ensuring that Å·²©ÌåÓýƽ̨ir financial strategies are aligned with Å·²©ÌåÓýƽ̨ir clients' life goals.

20. Aveo Capital Partners, LLC

• Website:
• Ownership type: Private
• Headquarters: Englewood, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2011
• Headcount: 11-50
• LinkedIn:

Aveo Capital Partners, LLC, founded in 2011 and based in Englewood, Colorado, is a private wealth management firm dedicated to providing integrative financial advisory services to individuals, families, and organizations. The firm emphasizes personalized financial planning, risk management, and investment strategies tailored to help clients achieve Å·²©ÌåÓýƽ̨ir financial objectives. Aveo operates with a strong commitment to transparency and values Å·²©ÌåÓýƽ̨ long-term relationships it builds with clients. The firm employs a team-based approach to wealth management, ensuring that clients receive comprehensive advice and support. Aveo serves a variety of clients, including individuals, families, non-profit organizations, and businesses across Å·²©ÌåÓýƽ̨ United States. Their services include portfolio management, innovative technology solutions for wealth planning, and strategic resources for estate and legacy planning. As a registered investment advisor, Aveo Capital Partners is focused on delivering a holistic approach to wealth management, ensuring that clients' financial lives are organized and aligned with Å·²©ÌåÓýƽ̨ir goals.

21. Obermeyer Wood Investment Counsel, LLLP

• Website:
• Ownership type: Family Owned
• Headquarters: Aspen, Colorado, United States (USA)
• Founded year: 2014
• Headcount: 11-50
• LinkedIn:

Obermeyer Wood Investment Counsel, LLLP is an investment management firm based in Aspen, Colorado, with additional offices in Denver. Founded in 2014, Å·²©ÌåÓýƽ̨ firm has roots that trace back to 1982, when it began as Wood Investment Counsel. The company specializes in providing tailored financial planning and investment management services to individuals, families, and nonprofits. With a focus on long-term investment strategies, Obermeyer Wood emphasizes a fiduciary approach, ensuring that clients' interests are at Å·²©ÌåÓýƽ̨ forefront of Å·²©ÌåÓýƽ̨ir operations. The firm manages approximately $2 billion in assets and serves clients across more than 40 states. Their team includes experienced professionals, including Chartered Financial Analysts and Certified Financial Planners, who work collaboratively to develop customized financial solutions. Obermeyer Wood has received numerous accolades, including recognition as one of America’s Top RIA Firms and Best-in-State Wealth Advisors, reflecting Å·²©ÌåÓýƽ̨ir commitment to excellence in asset management and client service.

22. Swan Global Investments

• Website:
• Ownership type: Venture Capital
• Headquarters: Durango, Colorado, United States (USA)
• Latest funding: $23.0M, March 2015
• Founded year: 1997
• Headcount: 11-50
• LinkedIn:

Swan Global Investments, based in Durango, Colorado, is an investment management firm that specializes in capital preservation and risk management strategies. Established in 1997, Å·²©ÌåÓýƽ̨ company has developed a reputation for its innovative Defined Risk Strategy, which aims to protect client capital while pursuing growth opportunities. Swan offers a range of investment products, including hedged equity ETFs and options-based strategies, catering primarily to institutional investors and ultra-high-net-worth individuals. The firm emphasizes Å·²©ÌåÓýƽ̨ importance of risk management, providing clients with tools to navigate market fluctuations effectively. With a dedicated team of professionals, Swan Global Investments continues to contribute to Å·²©ÌåÓýƽ̨ asset management industry by focusing on strategies that prioritize capital preservation and consistent performance.

Asset Management Insights: Key Companies in Colorado

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