Colorado Springs is home to a vibrant investment community with many reputable companies offering a range of services. Choosing the right investment partner is crucial to build a well-diversified portfolio tailored to your financial goals and risk tolerance. This article provides an overview of the top investment companies in Colorado Springs for different investment needs.
Leading full-service investment firms in Colorado Springs
Some of the top full-service investment companies in Colorado Springs that provide comprehensive wealth management services include UBS, Merrill Lynch, Morgan Stanley, Wells Fargo Advisors, and Charles Schwab. These national companies have experienced financial advisors to create customized investment plans, offer portfolio management, retirement planning, estate planning and other financial services. They provide access to a wide range of investment products and global research capabilities.
Top independent RIAs for fee-based investment advice
For objective fee-based advice, many investors in Colorado Springs prefer working with independent registered investment advisors (RIAs) not tied to any product company. Some of the leading local and national RIAs with offices in Colorado Springs are Oxford Wealth Advisors, Creative Planning, Brighton Financial, and Northstar Investment Advisors. These RIAs charge an annual fee based on assets under management and have a fiduciary duty to act in clients’ best interests.
Prominent investment firms focused on alternative investments
For access to more sophisticated alternative investments like private equity, hedge funds and real estate, Turning Point Financial is one of the top Colorado Springs firms with an alternative investment focus. They provide customized portfolios of alts for accredited investors looking for diversification and higher return potential. Other firms like Halfhill Financial Group and Personal Financial Advisors also offer select alternative investment offerings.
Leading investment companies for index funds and ETFs
For low-cost index fund investing, prominent national robo-advisors like Betterment, Wealthfront and Ellevest have entered the Colorado Springs market. They provide automated portfolio management using ETFs and index funds based on an investor’s goals and risk tolerance. Vanguard and Charles Schwab also have local offices for access to their broad range of index funds and ETFs.
Colorado Springs has a vibrant investment community with national wirehouses, independent RIAs, robo-advisors and specialty firms serving diverse investment needs. Identifying an advisor or firm that aligns with your preferences is key to long-term investment success.