Updated:
Colorado Financial Management
Colorado Financial Management is a bank / wealth / trust based in Boulder, founded 1988; the Altss profile covers its classification, headquarters,...
Overview
We're a values-driven Wealth Management firm located in Boulder, CO. Partner with a trusted advisor and align your investments with your values.
General information
Firm type
Bank / Wealth / Trust
Year founded
1988
Location
Region
North America
Country
United States
City
Boulder
Corporate office
Boulder, CO, United States
Frequently asked questions
Who runs investment decisions at Colorado Financial Management?
Public records do not identify a named chief investment officer or portfolio manager by title. The firm's principal decision-makers are expected to be its senior advisors, though individual names are not disclosed in available sources.
Which sectors does Colorado Financial Management explicitly avoid?
No public investment policy statement or regulatory filing lists excluded sectors for CFM. As a fiduciary RIA, the firm's sector exposure is determined by client-specific mandates rather than a firm-level exclusion list.
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