Product InformationInvestment Management & Trust
With nearly $1.5 billion in assets under management, Investment Management & Trust is a leading fiduciary services provider in Colorado. For decades, high-net worth individuals, families, corporations, public entities, and foundations have trusted Investment Management & Trust to build, preserve, and transfer their wealth while securing a successful financial portfolio. Whether you are looking for financial planning, investment management, trust and estate services, or retirement planning, Investment Management & Trust can create a customized wealth management plan to meet your financial objectives.
Successful wealth management is a complicated process that requires sophisticated decisions. A comprehensive wealth management plan is one that incorporates the skills of legal counsel, investment professionals, private bankers, CPAs and others. This team approach means that every aspect of your financial profile is considered within a fully integrated plan supported by the competent, trusting relationship established with Investment Management & Trust. We go one step further when we help you implement your plan by coordinating each step of the process and introducing you to other professionals as needed.
See how you can develop your financial legacy by calling any of our relationship managers.
| Fort Collins | Jack Wolfe | 970-495-1298 |
| Loveland/Centerra | Chad Jones | 970-619-3341 |
| Loveland/Downtown | Norman Rehme | 970-203-2645 |
| Boulder/Denver | Alden Sherman | 303-938-5601 |
| Greeley/Windsor | Will Hume | 970-346-1505 |
