Boulder Asset Management manages investment portfolios for individuals, trusts, estates, and charitable organizations. Founded in 1984, the firm aims to preserve and grow clients' wealth through long-term investments in stocks, fixed income, and cash reserves, avoiding excessive transaction costs and taxes from market timing. Stock selection focuses on concentrated themes with a five-year horizon, driven by fundamental and cyclical analysis. Fixed income investments are structured around stability and income needs, often using a laddered maturity strategy. Boulder Asset Management emphasizes client education and ongoing communication, providing regular reports on performance, economic outlook, and portfolio structure. The firm operates with full authority to make trades without asking first, tailored to each client's risk tolerance and objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are calculated at 0.5% of assets under supervision at the beginning of the period. There is a current minimum annual fee of $25,000.