Boulder Asset Management

Boulder Asset Management offers investment advice to a limited number of qualified investors. The firm aims to tailor each portfolio to preserve wealth through capital growth and income, while also educating investors about their investments. Their strategy involves selecting and retaining long-term investments to avoid excessive transaction costs and taxes. Asset allocation reflects client income needs and risk tolerance. They focus on client service with an emphasis on education, providing quarterly updates and regular contact to monitor objectives and increase understanding of investment holdings.