FC Crestone LLC

Investment Management Associates (IMA) is an investment firm based in Greenwood Village, CO, that specializes in low-risk value investing for long-term growth. Built on the principles of Benjamin Graham and Warren Buffett, IMA offers a unique twist to their investment approach, creating all-terrain portfolios designed to navigate through any financial terrain. With a research-based stock selection process and full transparency, IMA provides a custom-tailored portfolio and client experience, ensuring each client's personal investments are managed to maximize long-term growth while minimizing risk. With a direct line of communication to decision makers and a commitment to no conflicts of interest, IMA aims to provide a client-centric approach to investing. The firm's managers, including Vitaliy and Michael, have their own assets invested in the same stocks as their clients, emphasizing their belief in IMA's methodology. With a focus on building a strong client relationship and delivering thoughtful and timely communication, IMA strives to create a stress-free investment experience where clients can trust in the firm's expertise and dedication to their best interests.Generated from the website

Linked Investments, located in Englewood, CO, offers a unique and holistic approach to wealth management, emphasizing customized financial strategies tailored to individual client needs. Their services include dynamic portfolio allocation, intelligent rebalancing, and tax optimization, aiming to enhance investment value while mitigating stock market volatility. Serving a diverse clientele from individuals to businesses, Linked Investments provides structured advice based on asset levels, ensuring personalized financial planning and dedicated support. Their commitment to avoiding cookie-cutter solutions allows clients to achieve a more reliable financial future through meticulously crafted investment plans. Generated from the website