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our clients

 

CPG In The News

David Twibell's article "Should Investors Give Foreign Stocks Another Look?" was featured in the May 10th edition of the Denver Business Journal.

 

Businesses


Custom Portfolio Group offers a variety of retirement solutions to meet the complex tax-planning and investment needs of small business owners. 

As your retirement plan advisor, Custom Portfolio Group works with you and your other tax and legal advisors to identify and design the most appropriate retirement plan solution for your business.  We then select and monitor each of the funds in your retirement plan to ensure that you and your employees have access to the best and most cost-effective investments available. 

For business owners who want a wider variety of investment choices, we can also customize a plan that allows you and your employees access to a broad array of non-traditional plan options, including individual stocks, bonds, and exchange-traded funds.  We can even directly manage the investments in your retirement plan for you, relieving you of the burden of making portfolio decisions on your own.


 

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9800 Pyramid Court, Suite 302 | Englewood, CO 80112 | Telephone: 720.259.5113 | Fax: 888.355.3018
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