Why Boulder

A Different Kind of Investment Group

On the surface, we may look like a company that just manages investment assets for individuals, but we’re really much more. We focus on our clients’ needs and their comfort. We create a team of “care givers” who happen to work in the investment industry. Your well-being is our primary concern so you can rest assured knowing that a competent and experienced advisor is in your corner looking after your financial health.

At Boulder, we use a Core and Satellite investment approach. It is a system of managing money that allows us to be very flexible with how we handle a client’s investments. The core is made up of mutual funds and exchange-traded funds (ETFs) while the satellite is typically made up of individual stocks.