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Albert Lacher

Advisor at William Blair

Updated today

Location

Carbondale, CO

Credentials

Series 63, Series 65

Industry experience

52 years

About

Albert Lacher is a financial advisor at William Blair with Series 63 and Series 65 credentials and 52 years of industry experience. He has worked at William Blair & Company, L.L.C. since 1973 and William Blair International, Limited since 1999. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Client services

Based on William Blair

Financial planning Portfolio management Selection of other advisers Equity research services

Expertise

Based on William Blair

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on William Blair

Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 2.00% annually, subject to negotiation, payable quarterly (in advance or arrears) $50,000+: Minimum for PWM Non-Wrap Program Accounts $100,000+: Minimum for William Blair Wrap Program Accounts $100,000+: Minimum for Platform Separate Accounts (may be higher for certain third-party managers) $2,000,000+: Minimum for WBIM Sub-Advisory/WBIM Separate Accounts

Performance-based

Performance-based fees (carried interest) apply only to MB Partnership Series as described in fund documents; not offered generally to clients.

Other

Account minimum: $50,000 for PWM Non-Wrap Program Accounts; $100,000 for William Blair Wrap Program Accounts; $100,000 for Platform Separate Accounts (may be higher for certain third-party managers); $2,000,000 for WBIM Sub-Advisory/WBIM Separate Accounts Fee-only: Flat fees or asset-based fees for non-discretionary advisory and consulting services, subject to negotiation.

Location

Carbondale, CO

Most active in

Colorado · Illinois

Work history

William Blair International, Limited

1999 - Present (27 years)

William Blair & Company L.L.C.

1973 - Present (53 years)

William Blair & Company, L.L.C.

1973 - Present (53 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced
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Antonio A

Series 63, Series 65

Glenwood Springs, CO

Antunes International Investment Management

Antonio Antunes is the sole advisor at Antunes International Investment Management in Glenwood Springs, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Antunes International Investment Management since 2007. The firm provides fee-only investment management and financial planning to individuals, trusts, and nonprofit organizations, with a focus on discretionary portfolio management and written financial plans. Its investment approach combines long-term strategic asset allocation with shorter-term tactical adjustments, using fundamental, technical, and cyclical analyses, and serves a notable international client base including charitable organizations.

Cash flow / budgeting Tax strategies for small businesses General estate planning guidance Real estate investing
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Bradley Z

Series 65

Carbondale, CO

Aspen Financial Solutions, LLC

Bradley Zanin is a Series 65 licensed financial advisor with 26 years of industry experience. He has been with Aspen Financial Solutions, LLC, an independent firm based in Carbondale, CO, since 2011 and also operates Cow Horse Productions, LLC. Aspen Financial Solutions provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, low-cost, index-based asset allocation strategy combined with options and diversified securities, managing approximately $17 million across 13 client accounts as a solo adviser.

Active portfolio management Options & derivatives strategies Passive / index investing
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Brian L

CFP®, CFA®

Basalt, CO

Sherwood Wealth Management

Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.

Cash flow / budgeting Debt management Private / alternative investments
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Christopher R

CFA®, Series 63, Series 65

Basalt, CO

Ryan Investments

Christopher Ryan is a CFA® charterholder with 23 years of industry experience. He has been with Ryan Investment Management, Inc. since 2001. Ryan Investments provides discretionary portfolio management and model-portfolio services primarily to individuals, families, trusts, estates, and charitable organizations, typically serving clients with at least $1 million in investable assets. The firm employs six proprietary iFolio models that use trend-following techniques and primarily invest in low-cost index mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management
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Matthew O

Series 65

Basalt, CO

Ryan Investments

Matthew Owings is a financial advisor at Yule Creek Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at M. Austin Investments, LLC and Equus Private Wealth. Yule Creek Wealth Management provides discretionary investment management primarily for high-net-worth individuals and family offices, focusing on broad asset-allocation portfolios and specialized fixed-income strategies. The firm combines low-cost, index-based ETFs with active fixed-income management and emphasizes municipal-bond expertise and rigorous credit analysis.

Passive / index investing Active portfolio management Wealth management
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