Colorado Capital Management

Our story is about our clients and the commitment we have to improve their lives. Founded by Terry Hefty in 1994 and registered as an Investment Advisor with the SEC in 1996, our mission has always been to empower families and individuals by building relationships of trust around personalized financial advice. We pride ourselves on helping families and investors formulate and execute a plan to reach their personal goals, protect their wealth, and feel secure in their financial future. Our clients lead full, busy lives, so we dig in, plan, execute, and through it all provide guidance, support, and peace of mind. In practice, the Peak approach is built on a foundation with three components: Structure, Strategy, and Discipline. Every client

Back in 1988, the founders of CORE Financial began working along the front range as independent agencies working in our own hometown markets. We worked together for many years helping families and small businesses plan for, and insure, their financial future. We formed CORE Financial in 2001 and greatly expanded the products and services that we make available to the public. We now have a number of very qualified insurance-licensed individuals and Registered Representatives of Signator Investors, Inc. that have joined together to make up an integral part of our firm.