Colorado Capital Management

Colorado Capital Management (CCM) is an independent, fee-only wealth management firm based in Boulder, Colorado. They specialize in providing portfolio management, financial planning, and impact investing services for high-net-worth individuals, families, and foundations. CCM is committed to providing an exceptional client experience and developing meaningful, multi-generational relationships. They are values-driven, with an unwavering commitment to their clients' success and a deep dedication to social and environmental responsibility.

CCM offers a comprehensive range of services, including evidence-based investing, retirement planning, insurance reviews, income tax planning, and estate planning. They are a Certified B Corporation, which means they meet rigorous standards of social and environmental performance, transparency, and accountability. This commitment to impact investing allows clients to align their investments with their values, generating both financial returns and positive change in the world.

Colorado Capital Management does not mention job flexibility on their website or in their job postings. NONE

Colorado Capital Management is a fee-only, independent wealth management firm focused on enriching lives through sophisticated investing, thoughtful planning, and meaningful impact. They are a certified B-Corporation, dedicated to providing an exceptional client experience and aligning investments with their values.

Colorado Capital Management promotes a culture that is values-driven, client-focused, and committed to social responsibility. They emphasize building long-term relationships with clients, providing an exceptional client experience, and aligning investments with their values. This dedication to ethical practices and positive impact is further demonstrated through their certification as a B-Corporation, highlighting their commitment to social and environmental responsibility.

Colorado Capital Management is committed to fostering a diverse, equitable, and inclusive workplace. The company actively promotes diversity in its hiring practices and employee engagement, values the contributions of all employees, and champions equity in all aspects of its operations. They also demonstrate this commitment by investing in social enterprises, nonprofits, and initiatives that advance equity and inclusion, particularly for women and girls globally.