Investment Advisors in Colorado Springs, CO
Dodds Wealth has established a strong reputation for creating thoughtful, effective investment strategies for our Colorado Springs clients. We understand each of our clients are unique and deserve a strategy and experience that fits their individual needs.
You’ve worked hard for your money. That’s why we take a straightforward and transparent approach to our investment strategies. As a fiduciary investment advisor in Colorado Springs, we hold ourselves to a higher standard of care for our clients, so you can have the confidence you need to make informed decisions.
Long term investing
Ready to work smarter, not harder? Trying to time the market or predict market movements is an exercise in futility. Likewise, chasing market fluctuations and investing in yesterday’s winners is risky business. Instead, make the smart play and invest for passive long-term growth rather than active wealth management strategies. The best part about holding investments long term is that they generally only need to be rebalanced once or twice a year.
Diversified portfolio
Invest your assets with a well-diversified portfolio consisting of potentially thousands of stocks and bonds distributed across numerous industries and continents. Diversification seeks to minimize risk while pursuing long-term investment returns.
Reduced fees
When you work with Dodds Wealth in Colorado Springs, you’ll notice we don’t step on your returns with excessive fees. On the contrary, we continuously monitor our client fees to identify ways we can lower costs. We also work closely with our partners to eliminate transaction fees and limit expenses by choosing low-cost mutual funds and ETFs.
Tax aware
Smart investing means investing for long-term growth while seeking to minimize your tax liability. Our skilled wealth investment management team will help you invest in a way that works to reduce your taxable income and capital gains.
How to Become a Client
We would love to schedule an introductory meeting with you and get to know you and discover your investment goals and expectations. That first meeting is also a great opportunity for you to learn more about Dodds Wealth and our approach as an investment management firm. Once you feel our guiding investment philosophy and strategy is a strong match with your goals, we’ll welcome you as our new client.
That’s when we will schedule a second meeting to review your current portfolio and collaborate with you to design a financial plan tailored to you and your long-term objectives.
The next step is to begin transferring any investment accounts you hold that you would like us to manage on your behalf. That process generally takes two to six weeks, during which time we’ll guide you through the process and answer any questions you may have.
As fiduciary investment advisors in Colorado Springs, we’ll make sure you are never left in the dark about anything. You will receive regular performance statements and we’ll take the time necessary to go over your results, answer your questions and provide ongoing strategic investment recommendations to help you work toward your goals.
Contact our Investment Advisors in Colorado Springs
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*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.
*Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. No strategy assures success or protects against loss. Investing involves risk including loss of principle.