History
We are a small, family owned and operated, boutique firm specializing in closed-end mutual funds which provide regular cash flow and solid long-term total returns. Our team members are service minded and spend a great deal of time giving back to the Durango community through various charitable and service organizations.
Specialties
Our intelligent approach to investment management is based on the philosophy that our clients' interests always come first. As independent, fee-only advisors we can be objective in our advice and the management of our clients' investments.