A complete list of active advisors currently associated with GHP Investment Advisors Inc

Warmer can help you find a great advisor at GHP Investment Advisors Inc or one who fits your needs even better.

GHP Investment Advisors, Inc. provides discretionary and non‑discretionary investment supervisory services, individual portfolio management, comprehensive financial planning, pension advisory and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, pooled investment vehicles, charitable organizations and businesses. Through a separately contracted, affiliated family‑office entity it may also offer tax preparation services to a limited number of clients. The firm typically prepares a financial plan or uses an alternative data‑gathering process before managing assets and uses fundamental analysis and a generally long‑term purchase orientation, while sometimes employing options and other strategies as appropriate. GHPIA may recommend private funds and pooled vehicles as components of diversified portfolios and describes procedures to address conflicts that can arise when managing both advisory accounts and sponsored funds. Noteworthy among peers, GHPIA sponsors and serves as general partner or investment manager for private limited‑partnership funds focused on international and Israeli securities and accepts performance‑based compensation in those fund roles, in addition to managing pooled investment vehicles — activities that are relatively uncommon for multi‑team advisers. The firm also distributes a quarterly newsletter to clients and maintains affiliated family‑office/tax services, features that add operational complexity and are governed by its compliance and oversight policies.

To learn more about the advisors currently working at GHP Investment Advisors Inc, 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.