Brendan Morrison - New York Life Insurance

Investment Trust Company provides comprehensive and integrated wealth management services to high net worth individuals and families. The goal of the principals of the firm was to build a Colorado-based, employee-owned organization dedicated to a high level of specialized service and individual attention in the management of private wealth. It provides a broad array of services including asset allocation, portfolio management, fiduciary services, financial counseling and family office services. As money managers, the company maintains an in-house portfolio management team that makes all investment decisions. Due to its emphasis on private wealth management, tax-efficient investing, wealth preservation and transfer strategies are integral parts of the management process. Investment Trust Company is located in Denver.

Infinium Investment Advisors is a financial advisory firm based in Denver, Colorado, offering comprehensive services such as financial planning, portfolio management, and guidance for job changers. With a focus on personalized strategies, they assist clients in navigating complex financial landscapes, including retirement planning and investment management. The firm's expertise extends to various regions, including Miami and the Bay Area, ensuring a broad understanding of diverse market dynamics. Infinium also provides valuable insights through their blog, covering topics like tax implications, market trends, and investment strategies. Generated from the website