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LotusGroup Advisors, based in Denver, CO, is a wealth management firm dedicated to helping clients maximize their financial potential through personalized investment strategies and a caring, client-first approach. With a team of experienced professionals who prioritize understanding each client's unique goals and values, LotusGroup Advisors offers tailored solutions for business owners, professionals, retirees, and dentists with substantial investment portfolios. Since 2004, LotusGroup Advisors has set itself apart by providing customized investment options that go beyond traditional cookie-cutter approaches, aiming to reduce volatility and increase returns for clients. Committed to delivering with love and care, the firm focuses on building long-term relationships and serving as a trusted advocate for clients at every stage of their financial journey.Generated from the website

Platte River Equity is a Denver-based private equity firm founded in 2006, specializing in the lower middle market. With a team of 20 experienced professionals, the firm has raised $1.7 billion in equity commitments, focusing on building partnerships with management teams to drive transformational growth across three target sectors: Industrials, Infrastructure Services, and Safety Components. Platte River Equity’s investment portfolio includes a diverse range of companies, such as value-added distributors and manufacturers serving various end markets. The firm is committed to integrity, transparency, and continuous improvement, fostering a culture of collaboration to help portfolio companies achieve their growth objectives. Generated from the website

Helm Investment Management LLC, located in Denver, CO, specializes in providing customized investment solutions for individuals, families, and foundations. The firm employs a sophisticated, interdisciplinary approach to managing a diverse range of taxable and tax-deferred assets, adapting to the complexities of ever-changing tax laws and market conditions. With a focus on fee-based investment advice, Helm develops tailored strategies that align with each client's financial goals and risk tolerances. By maintaining distinct accounts for different objectives, the firm aims to optimize risk-adjusted returns while reducing the impact of market volatility on clients' overall portfolios. Generated from the website