Institute for Wealth Management

Institute for Wealth Management

Founded in 2003, Institute for Wealth Management operates as a Denver-based registered investment advisor led by Peter H. Tedstrom and Katherine M. Tedstrom. The firm emerged from the principals' backgrounds in institutional portfolio construction and alternative-investment due diligence, applying a multi-generational planning framework typically associated with single-family offices to a broader client base of high-net-worth individuals, trusts, and corporate entities. The firm's investment posture combines traditional asset allocation with direct participation in private markets. Asset-class exposure spans real estate, private credit, hedge funds, and select venture-stage opportunities, with a particular focus on energy transition, healthcare services, and structured real assets. The Tedstroms prioritize direct co-investments and manager-seeded vehicles that carry alignment-of-interest terms, eschewing blind-pool fund-of-funds structures. Geographic deployment concentrates on US Mountain West and Southwest markets, where the firm has cultivated origination networks distinct from coastal aggregators. Institute for Wealth Management maintains a lean advisory team operating from a single Denver office, emphasizing principal-led client relationships over institutional scale. The firm reported expanded capabilities in direct real estate syndication as of early 2024, reflecting a multi-year shift toward direct origination from third-party manager selection. The practice integrates tax-aware planning, trust administration, and philanthropic advisory, creating a unified balance-sheet approach for the families it serves. Structurally, the firm occupies a hybrid position — neither a pure multi-family office nor a conventional RIA — by operating as a registered investment advisor that sources, structures, and manages private direct deals typically reserved for single-family offices. This architecture allows Institute for Wealth Management to offer bespoke alternatives exposure without the minimum-asset thresholds that gatekeep traditional family-office platforms.