Indian Hills, CO Office

Grimes & Company provides discretionary portfolio management and financial planning to a mix of individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm also accepts engagements from other investment advisers and acts as a sub-adviser, in addition to offering trustee services through an affiliated trust entity.

The firm builds customized investment strategies using proprietary research and portfolio-management systems, allocating across no-load and load-waived mutual funds, ETFs, individual securities, and, where suitable, independent managers and interval or private funds. Grimes may recommend allocations to an affiliated private vehicle (the High Income Opportunity Fund) or to unaffiliated private funds, and can use third-party managers for specialized strategies — for example, an Aperio long/short equity sleeve that employs margin; it does not exercise discretion to purchase cryptocurrencies for clients.

Several operational features distinguish Grimes from many peers: it serves other investment advisers as clients and acts as a private fund adviser while also serving state and municipal entities, arrangements that can create additional conflicts of interest to be managed. The firm combines advisory services with affiliated offerings (insurance, tax, and trustee services), participates in referral programs with custodians, and primarily uses asset‑based fees rather than fixed fees, while providing estate-document services through an unaffiliated platform for clients pursuing more advanced planning.