A complete list of active advisors currently associated with Foothills Investments, L.L.C.
Warmer can help you find a great advisor at Foothills Investments, L.L.C. or one who fits your needs even better.
Foothills Investments, L.L.C. provides portfolio analysis, financial planning, investment management and periodic educational seminars to a mix of clients, including individuals, trusts, estates, corporations and other business entities. Services include one‑time portfolio reports, tiered tax‑centric financial planning packages and ongoing discretionary investment management engagements. The firm’s investment process blends asset allocation using both passive and active vehicles with fundamental, technical and economic analysis, and explicitly incorporates tax‑aware and tax‑advantaged considerations into portfolio and planning recommendations. FIL may accept discretionary trading authority, conducts periodic reviews, and serves as a fiduciary when advising on retirement plan and IRA accounts. The firm is affiliated with an operating CPA practice and discloses that its principal devotes the majority of their time to providing tax and accounting services, enabling the firm to offer integrated tax and investment advice. FIL also offers no‑cost educational seminars, a “Fresh Perspective” review service for clients already working with other advisors, and planning packages that address corporate tax issues, employee equity programs and retirement‑plan matters, a combination of services not commonly emphasized by many peer investment managers.
To learn more about the advisors currently working at Foothills Investments, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lakewood, CO
| 0
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