The Seven Faces of AdviceHow Denver Money Manager Empowers Clients

The Expert

Investors need advisors to provide client centered expertise

in assessing the state of their finances and developing risk-aware strategies to help them

meet their goals.

The Independent Voice

The global financial turmoil of the late 2000’s has demonstrated the

value of an independent and objective voice in a world of

product pushers and sales people.

The Listener

The emotions triggered by financial upheaval are real. Listening to

client’s fears and teasing out the issues driving those feelings with a

goal to reassure and provide practical long-term answers.

The Teacher

Getting clients beyond the fear-and-flight phase is just a matter of teaching them about risk &

return, the power of diversification, the value of asset

allocation and the virtue of discipline.

The Architect

Once the lessons are understood, the job is building a long-term

investment discipline that caters to each client’s tolerance for risk

and their financial goals.

The Coach

Even when the strategy is in place, doubts and fears

inevitably arise in an investor’s mind. As a coach, our job is

reinforcing principles and keep the client on track.

The Guardian

Finally, our last job is a long-term role as a guardian or lighthouse

keeper who scans the horizon for issues that may affect the client and

keeping them informed.

The End Game

Good financial advice is defined by the patient

building of a long-term relationship founded on the values of trust, knowledge,

independence and the recognition of our common bond to care for each other