Custom Portfolio Group
Best for Personalized Investment Management - Colorado
Custom Portfolio Group provides personalized investment management and wealth planning services to a select group of successful individuals, families, non-profit organizations, and businesses.
We offer our clients:
· Customized and innovative investment management solutions designed by a dedicated team of nationally-recognized experts;
· Comprehensive financial planning utilizing our proprietary CustomPlan™ process;
· Objective advice without hidden agendas or conflicts of interest;
· Regular and meaningful communication designed to help our clients make informed financial decisions; and
· Access to an independent, fee-only wealth manager committed to each client’s best interests.
Our goal is to generate dependable, cost-effective, and tax-efficient investment returns consistent with each client’s unique objectives. We do not sell investment products or receive commissions from outside parties. This allows us to provide objective advice and a wide range of “best-in-class” investments.
Although Custom Portfolio Group is a boutique wealth management firm, we are committed to providing clients with access to the same investment strategies used by the world’s largest and most sophisticated institutional investors. In fact, it is this blend of “small firm” service and “big firm” investment and planning advice that makes our firm so unique.
Our clients can expect personal attention, innovative solutions, and an advisory team dedicated to placing their specific interests first. Building a strong professional relationship with each client is the cornerstone of our firm.
David Twibell, President and Founder of Custom Portfolio Group, is an expert in the areas of portfolio management and alternative investment strategies. He received his Juris Doctorate with highest honors from the University of California at Berkeley and graduated magna cum laude from Santa Clara University. Prior to founding Custom Portfolio Group, David was the President of Wealth Management and Chief Investment Officer for a large Colorado-based business bank.
Custom Portfolio Group is located at 9800 Pyramid Court- Suite 302, Englewood, Colorado 80112. David Twibell is available at email@example.com or (720)259-5113.