NORRIS DAVIS
Updated 28 days ago
P.O. Box 114, Littleton, CO 80160
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop objectives that carefully balance investment strategies while aiming to preserve principal... Our target client typically has a background in engineering but has moved into a leadership role with their company by gaining the ability to see the bigger picture. We find most of our clients in the oil and gas and mining industries, but a few do come from the tech and telecom industries as well. These individuals tend to have a majority of their net worth locked up in their company's stock due to restricted stock plans. We can help directors and above reduce their risk by implementing specific trading strategies around their restricted stock. They are intelligent enough to do it themselves, but lack the time required to study the markets... Littleton, CO Financial Advisor..
Also known as: South Platte Investments
Associated domains: southplatteinvestments.net, southplatteinvestments.org