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IHP Wealth Management
IHP Wealth Management is a Denver-based RIA managing discretionary portfolios for individuals and families across Colorado's Front Range.
IHP Wealth Management
IHP Wealth Management, based in Denver, Colorado, was established as a registered investment advisor to serve the personal wealth needs of professionals, business owners, and retirees. The firm delivers financial planning and asset management services, structuring client portfolios through a combination of individual equities, fixed-income instruments, mutual funds, and exchange-traded funds. Its investment philosophy centers on diversification and tax efficiency rather than market timing or speculative positions. The firm constructs multi-asset portfolios spanning domestic and international equities, investment-grade and high-yield fixed income, and real estate investment trusts. Allocation decisions flow from a centralized investment committee that adjusts model portfolios based on macroeconomic conditions. IHP emphasizes direct securities ownership over pooled vehicles when tax-loss harvesting opportunities arise, a posture common among smaller RIAs serving taxable accounts. Geographic exposure concentrates on US markets, with limited developed-market international equity allocations executed through low-cost ETF sleeves. IHP maintains a small professional footprint, typical of a boutique advisory practice. The firm reports fewer than ten employees across advisory and client-service functions, operating from a single office. No record of institutional separate accounts, private fund vehicles, or adjacent philanthropic structures appears in public filings. The firm's ADV indicates it does not participate in wrap-fee programs or act as a sponsor of pooled investment vehicles. IHP's structural differentiator lies in its independence. As an unaffiliated RIA without broker-dealer ties, the firm avoids the product-distribution conflicts common at wirehouse-affiliated practices. The succession plan is not publicly disclosed, a feature that creates concentration risk around the founding advisor's continued tenure but also preserves decision-making velocity uncommon at scaled platforms.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
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Corporate office
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Frequently asked questions
What is IHP Wealth Management's investment philosophy?
IHP employs a strategic asset allocation approach rooted in modern portfolio theory, emphasizing diversification across uncorrelated asset classes rather than tactical market timing. The firm constructs portfolios using individual securities and low-cost ETFs to maintain tax efficiency, particularly for taxable accounts where loss harvesting can offset gains. Its investment committee reviews macroeconomic data to adjust model weights but does not pursue concentrated sector bets.
Does IHP Wealth Management operate as a fiduciary?
Yes. Registered investment advisors in the United States are held to a fiduciary standard under the Investment Advisers Act of 1940, meaning IHP must act in its clients' best interests when making investment recommendations. The firm's Form ADV confirms it does not receive commissions or revenue-sharing payments from product providers, eliminating a common source of conflict seen at broker-dealer-affiliated practices.
What types of clients does IHP Wealth Management serve?
The firm primarily serves individuals and high-net-worth families, many of whom are professionals, business owners, or retirees concentrated in the Denver metropolitan area and broader Colorado Front Range. Public filings do not indicate institutional clients such as pension funds, endowments, or foundations. The account minimum is not publicly disclosed, a detail that typically emerges during initial consultation.
Does IHP offer financial planning beyond investment management?
Yes. The firm integrates retirement planning, tax strategy coordination, and estate planning guidance alongside discretionary portfolio management. This bundled approach is standard for boutique RIAs targeting clients who want a single advisor relationship rather than disaggregated specialists. Specific planning deliverables are customized per engagement and fall under the firm's advisory agreement.
Is IHP Wealth Management affiliated with a broker-dealer or larger platform?
No. IHP operates as an independent RIA, meaning its revenue derives entirely from advisory fees charged to clients rather than commissions or product sales. This independence frees the firm from the platform constraints and proprietary-product mandates that can shape portfolio construction at bank-owned or wirehouse-affiliated wealth managers.
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