Investment Management - Boulder, Colorado, United States
KilterHowling is an investment advisory firm serving individuals and institutions. We provide portfolio management and financial planning services. Together the partners have more than 30 years of experience in asset management. Our complementary backgrounds include portfolio management, equity and fixed income security selection, individual advisory and planning, manager and hedge fund due diligence and derivatives. We combine the traditional with the new; our portfolio solutions are designed to achieve traditional goals of growth and capital preservation but are built with the best tools for risk management, all in a transparent, liquid, accessible format. Our fee structure is straightforward and aligns our interests directly with our clients. The principals of KilterHowling have earned the right to use the Chartered Financial Analyst designation. Our ideal clients are individuals, institutions and other advisors interested in utilizing our services for asset management.
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