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Colorado Financial Management
Colorado Financial Management is a bank / wealth / trust based in Boulder, founded 1988; the Altss profile covers its classification, headquarters,...
Colorado Financial Management
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
AUM
Undisclosed
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.
Is Colorado Financial Management structured as a single family office or does it operate more like a traditional wealth manager?
Colorado Financial Management is a registered investment advisor serving multiple private clients, not a single-family office. It operates as a traditional discretionary wealth manager and financial planner for high-net-worth individuals rather than as a dedicated vehicle for one family's capital.
Does Colorado Financial Management participate in direct deals or only fund commitments?
Based on its RIA structure and boutique scale, CFM likely gains private market exposure through third-party fund commitments rather than direct co-investments or proprietary deal-by-deal SPVs. No direct-deal track record is documented in the public record.
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.
How does Colorado Financial Management handle concentrated stock positions?
Concentrated equity risk management appears central to CFM's value proposition, given its Boulder location and entrepreneur-focused client base. The typical approach in this market segment involves rule-based selling programs, option-based hedging, and exchange fund access, though the firm's specific methodology is not publicly detailed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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