COLORADO CAPITAL MANAGEMENT

Overview

Colorado Capital Management operates as an independent registered investment adviser with an associated real estate fund component. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client communications such as periodic newsletters. Its fee model mixes a percentage of assets under management with hourly charges. Investment implementation leans heavily toward public funds and mutual funds while incorporating private-market strategies. The firm identifies as an active ESG investor and integrates environmental, social and governance considerations into its process. Colorado Capital Management also maintains a lineup of alternative allocations—particularly real estate and private-market vehicles—alongside more traditional annuities and mutual fund holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices