Latest News

Good News! - GMAC Bond - Credit Change

June 11, 2009 – 5:10 pm

The price of GMAC bonds has increased significantly in the past few months

and has recently been updgraded from C to CA by Moodys.

By Sherri | Posted in Economy, Market | Comments (0)

06-08-09 CFM Rebalance to NDR

June 8, 2009 – 1:31 pm

06-08-09 CFM Rebalance to NDR

By Sherri | Posted in Economy, Investment Committee, Market | Comments (0)

CFM Client Meeting Presentation - May 28, 2009

June 1, 2009 – 1:17 pm

Client Meeting - 05-28-09

By Sherri | Posted in Economy, Market | Comments (0)

 

What Are We?
Colorado Financial Management, Inc. (CFM) is a Registered Investment Advisor with the Securities and Exchange Commission specializing in conservative investment strategies and retirement planning. CFM is a fee only investment advisor charging a fee based on client assets under management.

What We Do?
CFM manages investment assets for retirees, near retirees, wealth accumulators, or institutions. We also provide retirement and estate planning with an eye on minimizing income and estate taxes.

Who We Serve?
CFM primarily serves clients in Northern Colorado with minimum investment assets of $500,000. CFM currently has assets under management that exceeds $120 million.

How We Differ?
CFM differs from other advisors in the following areas:

  • Fees for service vs. commission for selling
  • Focus on long-term investments,  CFM does not execute transactions in commodities, penny stocks, hedge funds or any other speculative investments
  • Independent third party custodian which provides “client” with added safety and security
  • Experience and education of advisors
  • Utilization of mutual funds for equity investments
    • Ease in monitoring risk and investment performance to peers
    • Broad diversification
    • Lower transaction fees due to economy of scale
    • Bottom-up analysis provided by fund company with top-down economic provided by CFM
  • Reporting is easy to understand and provides comparative indexes for performance comparison
DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEB-SITE.

Last Updated Oct 2005
Copyright 2002 Colorado Financial Management, Inc.