Boulder Investment Group

Boulder Investment Group provides discretionary investment management and investment consulting to individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages client accounts on a tailored basis and reports roughly $72 million in assets under management across its client base.

The firm follows a long‑term, strategic asset allocation framework using a core‑and‑satellite approach with mutual funds and ETFs as the core holdings while also employing individual stocks, bonds, and other instruments as needed. Client relationships are customized through documented investment objectives and restrictions, with accounts reviewed at least semi‑annually and trades executed under discretionary authority in most cases.

Noteworthy operational and disclosure features include a recent material amendment to its brochure discontinuing fee‑based financial planning, a disclosure item that is less common among peers. The firm also discloses that associated persons may act as insurance agents and receive commissions for insurance or annuity sales, and it requires use of designated custodians—arrangements that introduce specific potential conflicts and operational arrangements compared with many supported advisers.