On the surface, Boulder Investment Group may look like a company that just manages investment assets for individuals, but it is really much more. The company focuses on its clients' needs and their comfort. Boulder creates a team of "care givers" who happen to work in the investment industry. From the moment clients walk through the doors at Boulder, they will feel the contentment and security that comes when they get a big warm hug from a friend. Clients' well-being is the company's primary concern so they can rest assured knowing that a competent and experienced advisor is in their corner looking after their financial health. Boulder uses a Core and Satellite approach. It is a system of managing money that allows Boulder to be very flexible with how it handles a client's investments. The core is made up of mutual funds and exchange-traded funds (ETFs). There are five different models that have increasing levels of risk and potential return. Boulder works with its clients to determine which of the five risk/return models to use, then it determines what percentage of their account should be in this "core" and what percentage should be allocated to the "satellite."
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Notable Investments
