PillarWM Finder – Investment Firm
Add Your Wealth Management Practice

Investment Firms in Denver To Consider

  1. Home
  2. Investment Firms in Denver To Consider
Table of Content ▼
Investment Firms in Denver To Consider

If you’re looking to explore investment options in Denver, there are a number of established firms offering a wide range of financial services tailored to individuals, families, and institutions. These firms emphasize long-term planning, integrity, and fiduciary responsibility while delivering services that include wealth management, investment advisory, retirement strategies, and more. Here are several investment firms in Denver you may want to consider:

1. Baird Private Wealth Management 

Baird’s Denver office provides personalized wealth management services grounded in a client-first philosophy. As part of Robert W. Baird & Co., this employee-owned firm emphasizes integrity and long-term client relationships. The Denver team offers services including retirement planning, investment management, estate strategies, and insurance solutions.

2. Voya Financial 

Voya Financial delivers a broad range of services including retirement planning, investment management, insurance, and employee benefits solutions. With millions of clients nationwide, the company integrates innovation with socially responsible practices and a strong commitment to customer satisfaction.

3. Versus Capital 

Specializing in real asset investment solutions, Versus Capital offers funds that provide exposure to sectors like infrastructure, farmland, and timberland. The firm targets independent RIAs and institutional clients, focusing on low-volatility returns with inflation correlation.

4. Capital Advisors Inc. 

With over 40 years of experience, Capital Advisors brings fiduciary-driven investment management and planning services to individuals and families. Their strategies span managed equities, fixed income, and tactical global growth, backed by a team of certified professionals.

5. Commerce Trust 

A part of Commerce Bank, Commerce Trust in Denver offers comprehensive financial services, including trust administration, private banking, and financial planning. Their collaborative approach focuses on building tailored strategies to meet client-specific needs.

6. Public Trust Advisors LLC 

Public Trust Advisors focuses on serving public sector entities such as municipalities and school districts. Their services include investment pool management and cash flow solutions, with a commitment to fiduciary responsibility and market-competitive returns.

7. IMPACTfolio® 

IMPACTfolio® delivers values-driven financial advisory services. The firm integrates ESG (environmental, social, governance) principles with traditional financial planning, making it ideal for clients seeking purposeful investing aligned with their beliefs.

8. USCF Investments 

USCF Investments is known for commodity-based exchange-traded products and innovative investment strategies, including funds in oil, gas, and sustainable commodities. The firm supports institutional and individual investors with alternative investment exposure.

9. Shelton Capital Management 

Founded in 1985, Shelton Capital offers mutual funds, retirement services, and separately managed accounts. With a strong ESG focus and over $5.5 billion in assets under management, the firm combines technical investment experience with personalized client service.

10. Liberty All Star Funds 

Liberty All-Star® Funds manages two closed-end funds focused on equity and growth. Based in Denver, the firm provides investors with accessible performance data and transparent communication, supporting informed investment decisions through intermediary platforms.

Whether you’re an individual investor, part of a public entity, or managing family wealth, Denver offers a variety of firms with diverse strategies and personalized approaches. As always, be sure to evaluate your financial goals and consult directly with each firm to determine the right fit for your investment journey.

Is your business featured in this article?

Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.

PillarWM Award