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22 Notable Asset Management Firms in Colorado

3
min read
Top 22 asset management companies in Colorado Main

22 Notable Asset Management Firms in Colorado

3
min read
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Top 22 asset management companies in Colorado Main
Top firms trust Inven to find niche companies

The asset management industry in Colorado oversees a plethora of finance-related tasks for businesses, organizations and individuals. These tasks may encompass anything from direct management of investments, portfolio arrangement, and financial statement analysis, to setting strategic goals for return on investment. A broad spectrum of asset management companies operate within the state, specializing in various fields such as alternative credit, equity strategies, and fund management. Together, they contribute to an industry that continues to thrive and evolve, influencing the future of financial markets in Colorado and beyond.


Top 22 asset management companies in Colorado

1. ArrowMark Partners

ArrowMark Partners is an employee-owned asset management firm founded in 2007. They manage $21.0 billion* in assets across alternative credit and capacity-constrained equity strategies, as well as through the management of syndicated and middle-market CLO Funds. Their unique approach provides extensive insights across the capital structure and a skilled understanding of how to manage complex risk/reward tradeoffs through fundamental research.


2. Dufford & Brown, P.C.

Dufford Brown is a company providing various services in the financial sector. They offer investment banking, advisory, and asset management services. With a focus on client satisfaction, the company aims to provide tailored solutions and strategic guidance to individuals and organizations seeking to optimize their financial portfolios.


3. ICON Advisers, Inc.

ICON Advisers is an investment firm offering a variety of funds for long-term success. With a systematic and quantifiable approach, we deliver reliable investment solutions based on value methodology. Our funds are designed to help advisers and their clients achieve diverse investment goals.


4. Peak Asset Management, LLC, Colorado

  • Website: peakam.com
  • Headquarters: Louisville, Colorado, United States
  • Founded: 1994
  • Headcount: 11-50
  • LinkedIn

Peak Asset Management is a financial services company that specializes in wealth management. They offer personalized financial planning and investment management services to help individuals build and protect their wealth. With a team of experienced fiduciaries and portfolio managers, Peak Asset Management helps clients navigate life transitions and achieve their financial goals.


5. Versus Capital Advisors

Versus Capital Advisors LLC is a registered investment advisor offering unique investment strategies in real assets, including real estate, infrastructure, farmland, and timberland.


6. American Growth Fund, INC.

American Growth Fund, Inc. is an investment firm that offers a range of investment products and services to individuals, institutions, and financial advisors. They provide actively managed mutual funds and separately managed portfolios.


7. Quince Associates, L.P.

Quince Associates is a private investment company with assets under management of over $250,000,000. The company manages investments in various categories such as broadcasting, affordable housing, and publicly traded equities and bonds.


8. Bason Asset Management, LLC

Bason Asset Management is a flat fee asset management firm that offers tax efficient and cost-effective portfolio management services based in Lakewood, Colorado.


9. Cornerstone Wealth Management

  • Website: cornerstonewminc.com
  • Headquarters: Fort Collins, Colorado, United States
  • Founded: 2009
  • Headcount: 11-50

Cornerstone Wealth Management is an investment management company offering wealth management, estate and insurance planning, retirement planning, and donor-advised fund offering services.


10. Monarch Investment and Management Group

Monarch Investment and Management is a company that provides investment and management services to individuals and businesses. They offer a range of financial solutions including wealth management, investment planning, and portfolio management.


11. Agility Outsourced Chief Investment Officer

Agility is an award-winning Outsourced CIO (OCIO) that provides customized investment solutions to a select group of premier endowments, foundations, family offices, and long-term investors. With over a decade of experience and $15 billion in assets under management, Agility offers a boutique approach, treating each client as a true partner and delivering tailored portfolios and high-quality client service.


12. Shelton Capital Management

Shelton Capital Management is an investment management company that offers a range of investment products and services. With expertise in portfolio management and financial advisory, the company aims to help clients meet their investment goals.


13. Society of Certified Senior Advisors

  • Website: csa.us
  • Headquarters: Denver, Colorado, United States
  • Founded: 1997
  • Headcount: 11-50
  • LinkedIn

CSA is a company that provides retirement planning and investment advice. They offer services such as portfolio management, asset allocation, and financial planning to help individuals prepare for their post-work life.


14. A&I Financial Services

Assetsandincome.com is a financial planning and investment advisory firm based in Colorado. With over 35 years of experience, they offer a range of services including retirement planning, wealth transfer planning, asset protection, and tax optimization strategies. Their team of experts provides personalized advice and guidance to families, business owners, and individuals, helping them achieve long-term financial success. They also specialize in serving women's unique financial needs and offer expertise in concentrated equity positions and reducing taxes. Contact them for trusted financial planning and wealth management services.


15. Cheyenne Capital

Cheyenne Capital, LP is a company based in Denver, Colorado that offers investment opportunities to its clients.


16. UX Wealth

  • Website: uxwp.com
  • Headquarters: Centennial, Colorado, United States
  • Founded: 2020
  • Headcount: 11-50
  • LinkedIn

UX Wealth provides data-driven analytics to help financial advisors deliver better outcomes to their clients with the help of modernized algorithms and machine learning technologies.


17. Janiczek Wealth Management

  • Website: janiczek.com
  • Headquarters: Denver, Colorado, United States
  • Founded: 1990
  • Headcount: 11-50
  • LinkedIn

Janiczek Wealth Management provides Complete Wealth Optimization™ via its talented team and patented system for financially successful individuals and their families, who are taking responsibility for their wealth and want to be confident they’re making smart choices.


18. BlackStar Enterprise Group

Blackstar Enterprise Group is a company providing various financial and investment services to businesses and individuals.


19. International Performance Group

  • Website: ipgl.com
  • Headquarters: Wheat Ridge, Colorado, United States
  • Headcount: 11-50

IPGL is a company with a promising future. It is a leading investor in the financial services sector with a focus on long-term growth, innovation, and sustainability.


20. Mercer Advisors

Mercer Advisors is a wealth management firm that offers innovative business retirement plans, investment accounts, financial planning, and more. Their investment strategies are rooted in science and research, designed to help clients achieve their financial goals.


21. ALPS, A DST Company

  • Website: alpsinc.com
  • Headquarters: Denver, Colorado, United States
  • Founded: 1985
  • Headcount: 501-1000
  • Latest funding type: Acquired
  • LinkedIn

ALPS is a company that offers a wide range of financial services and solutions. They specialize in investment banking, asset management, and wealth management. With their expertise in the financial industry, ALPS provides strategic advice and customized solutions to help clients achieve their financial goals.


22. Credit Union of Colorado

  • Website: cuofco.org
  • Headquarters: Denver, Colorado, United States
  • Founded: 1934
  • Headcount: 201-500
  • LinkedIn

The company provides investment services and banking solutions to individuals and businesses. They offer a range of financial products and services including checking and savings accounts, loans, credit cards, investment accounts, and retirement planning options.


Want to find more asset management companies?


If you want to find more companies that offer services like investment banking, financial portfolio management, and strategic financial advising you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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