Our Commitment to You

Quality of Service

We commit to a high level of proactive, courteous service from all associates at Colorado West Investments.

Trusted Advisors

You will work with a trustworthy, dependable, independent Wealth Advisor. Your Colorado West Investment team will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook, and management philosophy. Your Wealth Advisor Team will present portfolio reviews annually, or as often as necessary, and be available to answer the questions that matter to you as they arise.

Recommendations Based on Your Needs

We commit to provide independent and objective advice and recommendations based upon your defined needs, risk tolerances, and goals. Through the process of developing your WealthPurpose Plan, your needs are clearly defined and your managed investments are closely monitored.

Confidentiality

We will provide the strictest levels of confidentiality of information provided to your Colorado West Investment team. Colorado West Investments will protect all information to the highest standards outlined by SEC, FINRA, state, and regulatory agencies.

Transparency

We commit to provide a transparent relationship and to clearly make known the costs of portfolio management, transactions and advisory services. All communications with the Colorado West Investments team strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.

Prompt Response

We commit to provide a prompt response from your Colorado West Investment team. As your Trusted Advisor, the Colorado West Investment team commits to returning calls by the end of each day and always no later than the next business day. Should a request require additional research, our team will set a clearly defined time frame for redress.

Timely Communication

We commit to communicate in a timely manner.  Our goal is to provide you with the information you need, regardless of the medium used.

Education

We commit to make continual education available along your journey. Through education, our team will provide expectations and in depth scenarios in the development and monitoring of your WealthPurpose Plan.

Best Execution

We commit to provide the best execution in all that we do. Portfolio transactions will be executed in a timely manner and with prompt third party confirmation. All interactions with the Colorado West Investment operations team will be timely, precise and promptly completed.

Accuracy

Your statements will identify all account positions held, cash receipts, and disbursements.