Investment Portfolio Management Denver | GHP Investment Advisors
search Search

We customize a portfolio strategy based on your plan, focusing on long-term returns. Market volatility is hard to predict, so rather than market timing, we use the GHPIA Valuation Benchmark process to determine the relationship between risk and reward.

In developing your investment strategy, we account for several factors including your investment goals, time horizon, liquidity needs, risk tolerance, tax impact, economic conditions, and international exposure.

Link

The GHPIA Investment Risk Scorecard

To stay disciplined and realistic when evaluating companies, we rely on our Investment Risk Scorecard. This approach helps our team quantify the exposure of companies and industries to factors such as market risk, economic risk, financial risk, operating risk, and obsolescence risk. To learn more about our risk-scoring process, read this essay, or watch this related video.

fpo illustration
Link

Taking the Emotion Out of Investing

We created the proprietary GHPIA Valuation Benchmark to determine if a potential investment or asset class is overvalued, undervalued, high-risk, or low-risk. These time-tested benchmarks help us analyze potential investments rationally, without regard to the euphoria or anxiety that accompany market swings and trends, and choose the ones most appropriate for your investment strategy. Learn more about how our Valuation Benchmark helps us build resilient portfolios in this pair of short videos.

fpo illustration
Link

Our Fiduciary Duty

It seems like common sense; your financial advisor should work in your best interest. Isn’t that always the case? Not necessarily. Whether you choose to work with GHPIA or another advisor, we encourage you to know exactly what a fiduciary relationship means. As an investment advisor registered with the Securities and Exchange Commission (SEC), we do not consider our fiduciary relationship with clients to be a burden. It is the way we entered the field more than 20 years ago, and it is the way we will continue to treat our clients into the future. We establish a straightforward, transparent relationship where we work to find investment opportunities to help meet your financial goals.

fpo illustration

Market Perspectives

Gain key insights from our trusted and respected wealth managers. Keep up with current market conditions that may impact your financial future.

VIDEO: GHPIA – February 2024 Market Update

Catch the latest insights on the market with a replay of our recent webinar.  Brad Engle, our Director of Research, Trading, and Portfolio Analytics and Christian Lewton, our Chief Investment...

Navigating China’s Real Estate Reckoning

At GHPIA, we hold the view that achieving this rebalancing act will prove exceedingly challenging. The absence of a true rule of law in China will only perpetuate a decline...

Want to learn more about your wealth?
Talk to us.