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Private
Wealth
Management
This management program is for what we call "Serious
Money". These are assets you do not want to put at undue
risk. Our program offers a private portfolio designed for your
specific needs using individual stocks and bonds. The goal is to
preserve your assets and offer reasonable growth.
As a fee-only advisor, we do not sell products or accept
commissions. The elimination of this potential conflict of
interest means you can trust our recommendations and have
confidence that they are driven solely by what we believe to be
most appropriate for you.
We achieve this goal by offering our clients a private money
management firm called Capital Investment Counsel, Inc. (CIC)
Capital Investment Counsel, Inc. (CIC) is one of the largest
investment managers in the Denver area, managing assets for individuals, corporations, foundations and
public entities nationwide. With more than 100 years of combined
experience, our investment professionals are extremely
knowledgeable about all aspects of the investment industry.
Over the years, and through up and down markets, we have
learned what it takes to be a successful investor. Three
time-tested principles guide all our recommendations to clients:
- Invest for the long term. It is very difficult to
achieve above-average returns over the short term.
- Minimize risk through broad diversification and asset
allocation. A key element in risk management is adequate
diversification among sectors and proper allocation among
asset classes.
- Set realistic expectations for returns in good markets
and bad. The first priority is preserving
capital; the second is growing it.
For more information, click on Capital
Investment Counsel, Inc. |