Balanced Rock

Our Firm

 

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.

 

Our Team


Custom Portfolio Group is comprised of talented professionals with extensive backgrounds in portfolio management, wealth planning, investment research and account administration.  We pride ourselves on our willingness to work in partnership with you to design innovative, personalized solutions to help you achieve your financial goals. 

David Twibell, J.D. - President
         David is the President and Founder of Custom Portfolio Group. He is an expert in the areas of portfolio management and alternative investment strategies, and is frequently quoted by local and national media outlets such as The Wall Street Journal, CNBC, Forbes, Business Week, and The Denver Business Journal. He received his Juris Doctorate with highest honors from the University of California at Berkeley and graduated magna cum laude from Santa Clara University. Prior to founding Custom Portfolio Group, David was the President of Wealth Management and Chief Investment Officer for a large Colorado-based business bank and practiced law with a national law firm where his clients included many privately-held businesses, as well as several Fortune 500 companies.

Joy Fruin – Portfolio Manager
        Joy is the Portfolio Manager at Custom Portfolio Group and assists in providing portfolio management and wealth advisory services to individuals, trusts, charitable organizations and privately-owned businesses.  Joy graduated summa cum laude from Metropolitan State University of Denver and has nearly three decades of accounting, administrative, operations, analytical and equity trading experience in the investment management industry.  Prior to joining Custom Portfolio Group, Joy worked as an analyst for a multi-billion dollar Colorado-based investment management firm serving both institutional and individual wealth management clients.

Carrie Carrie Hille – Client Relations Coordinator
        Carrie is the Client Relations Coordinator at Custom Portfolio Group.  She joined our team in 2015 and is primarily responsible for new account openings, coordinating distributions and account transactions, providing portfolio and tax information, and meeting the day-to-day needs of our clients.  Carrie has more than 15 years of experience in the financial industry, specializing in bank branch operations, treasury products and services, and account management issues.  Carrie's high touch customer service, attention to detail, and enthusiasm to take care of our clients brings a personal touch to the client experience.  Carrie received both her Bachelor's and Master's degrees from the University of North Dakota. 
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9800 Pyramid Court, Suite 302 | Englewood, CO 80112 | Telephone: 720.259.5113 | Fax: 888.355.3018
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