I am a Registered Investment Advisor in Colorado and have been providing investment and financial planning services for over 14 years. My academic background includes graduate coursework in Economics, Investments and Statistics.

I am a fee only investment advisor and make no commissions from selling or trading any particular investment product.

Matrix Investment Management primarily employs mutual funds, exchange traded funds and closed-end funds to design diversified portfolios to meet client goals.   

In the current low interest rate environment, I have been very effective in designing retirement portfolios using closed-end funds that generate significant levels of cash flow, far outpacing income generated from individual stocks, bonds or mutual funds.

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More Business Info

Hours
Regular Hours
Mon - Fri:
Sat:
SunClosed
Services/Products
My mission is to achieve investor objectives on an investment portfolio with respect to • Investment time horizon • Risk profile (financial capacity to assume risk balanced with attitude toward risk) • Portfolio return expectations • Tax efficiency • Low expenses • Cash flow requirements Whether a client is in the process of building an investment portfolio for the future or using portfolio assets to fund… just about anything, Matrix Investment Management can develop a customized plan to meet those goals.
Payment method
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Associations
Matrix Investment Management typically manages your investments in a brokerage account of your choosing like Charles Schwab or TD Ameritrade.
Categories
Financial Planners, Financial Planning Consultants, Investment Management, Investments, Retirement Planning Services
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