Leaf

our clients

 

Awards & Recognition

Financial Planning Award  Premier Advisor 2012Custom Portfolio Group is proud to be named as a 2012 and 2013 Premier Advisor of Colorado by The National Association of Board Certified Advisory Practices.

 

Nonprofits


Nonprofit organizations face many unique challenges in today’s economic environment.  We can help make sure growing and safeguarding your investment portfolio is not one of them.    

We initially meet with your board and investment committee to ensure we understand your cash flow needs and risk tolerances.  Based on these discussions, we help you develop comprehensive investment and spending policies tailored to your organization’s unique mission.  Only then do we design and implement a customized portfolio strategy for your investment accounts. 

Because we want to be a valued long-term partner to your organization, we are always available to attend meetings of your board, conduct educational seminars for your donors and prospective donors, and help you identify and take advantage of potential fundraising opportunities. 

 


Our Firm | What We Do | Client Experience | Why Choose Us | Media | Contact Us | Privacy Policy
9800 Pyramid Court, Suite 302 | Englewood, CO 80112 | Telephone: 720.259.5113 | Fax: 888.355.3018
© Content copyright 2011. Custom Portfolio Group LLC. All rights reserved.
Website Designed and Maintained by Ehrenwerks, LLC