Trust Sourcing Solutions

Chautauqua Capital Management LLC is an investment management firm based in Boulder, CO, specializing in providing portfolios and services to clients. With a focus on investment philosophy and process, their team offers a range of investment strategies, including mutual funds, to help clients achieve their financial goals. As a subsidiary of Robert W. Baird Co. Incorporated, Chautauqua Capital Management prioritizes the safety of client assets and adheres to strict risk disclosures and privacy policies. With a commitment to delivering valuable insights and news, they aim to provide exceptional investment management solutions to individuals and entities across various jurisdictions.Generated from the website

The Colorado Community Land Trust (CCLT) is a nonprofit organization that was founded in 2002 and merged with Habitat for Humanity of Metro Denver in 2020. They aim to create affordable homeownership opportunities for families in the Metro Denver area by offering renovated homes and affordable resales. CCLT works with qualified buyers who meet the financial requirements and income limits, providing them with affordable mortgages and the chance to own a home in great locations. With over 150 closings since 2011, Realtor Eric Welch supports both sellers and homebuyers in CCLT's affordable communities. Samantha Becker, the Senior Manager of the Community Land Trust, has been with CCLT since 2005 and is responsible for managing the land trust. Kayla Hofmann, the Assistant Manager, joined Habitat in 2020 and brings her passion for affordable housing and social justice principles to her role. Together, they work to make the home buying process efficient and easy for moderate-income earners.Generated from the website

First Western Financial offers private banking and investment management services. It provides accounting, human resources, operations and marketing services and is a part of First Western Trust Bank, which provides private banking, wealth cash management and fixed income equity services. The bank works in collaboration with foundation managers, charitable trusts and trustees. It provides certificates of deposits and letters of credit and money market accounts, as well as mortgage, home equity, real estate, construction and commercial loans. First Western Trust Bank is a member of Federal Deposit Insurance Corporation and offers articles on tax returns. First Western Financial maintains one of its locations in Denver.