Daniel Barotz's Contact Details

Daniel Barotz's Company Details

Focused Alpha Wealth Management

Denver, Colorado, United States • 2 Employees
Financial Services

Focused Alpha is a: boutique wealth management firm that serves successful individuals, flourishing businesses, and passionate not-for-profits empowering, and helping them achive their goals and ovcercome lifes obstacles. Our Mission is: To provide sound advice, that improves the lives of our clientsThe advice we provide is:• IOU, Independent, Objective, & Unbiased• Customized• Timely• Data-Driven• Conscious of Behavior BiasesIt is Based on our:• Experience• Understanding of Tail Events• Our ESP processes Emotion Free Simple to Execute Process Driven• Partnerships with Subject Matter Experts• Implementation of Smart TechnologyThe Values that Guide the Advice We Give and Decisions We Make are:• Clients First, All the Time• Help Solve Problems: Big, Little, At Home, In Business, and In Life• Be a Little Better Each Day• Set Expectations, and Then Outshine Them• Give More Than You Take