At Concerto Financial, we provide investment management services with your broader financial picture in mind. Our financial planners work closely with individuals and families in Colorado Springs and beyond to develop strategies that consider personal goals, preferences, and comfort with risk. Every client’s financial situation is different, which is why we take a personalized approach when discussing investment planning as part of your overall financial strategy.
Thoughtful Investment Strategies Aligned with Your Needs
When it comes to investing, there is no universal approach. That’s why we focus on aligning your investment strategy with your specific goals and life circumstances. Our team takes into account key factors such as time horizon, account types, income needs, and how various asset classes may play a role in your financial plan.
With access to a wide array of investment options through our relationship with LPL Financial, our financial planners are able to help you explore strategies that are well-positioned to meet your needs without being tied to proprietary programs or products. This allows us to focus on what matters most—building a plan that reflects your priorities.
A Collaborative, Ongoing Process
Investment management is not a one-time event. We believe it should be part of a dynamic process that is reviewed and adjusted as your life changes. Whether you are accumulating assets, preparing for retirement, or managing income distributions, we work with you to maintain alignment with your financial goals.
Our financial planners also collaborate with your other qualified professionals—such as tax advisors or estate planning attorneys—to help support a well-coordinated approach across all areas of your financial life.
Working with Clients Across Colorado Springs and Beyond
At Concerto Financial, we support clients at various stages of their financial journey. We are committed to helping you explore opportunities, understand your investment options, and feel informed as you move forward.
Let’s Talk About Your Investment Strategy
Whether you’re looking to build your portfolio or refine an existing plan, we’re here to help. Our experienced financial planners can help you evaluate your options and develop a strategy that fits into your broader financial picture. Schedule a conversation with Concerto Financial today and take a step toward a more intentional investment planning experience.
Frequently Asked Questions
1. What does investment management include?
Investment management involves building and maintaining a strategy for your investment accounts based on factors such as your time horizon, goals, and tolerance for risk. It may include reviewing asset allocation, selecting investment vehicles, and periodically rebalancing your portfolio(Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Asset allocation does not ensure a profit or protect against a loss ).
2. How do financial planners at Concerto Financial choose investments?
We consider several factors when reviewing investment options, including your financial goals, account type, and investment preferences. Through our relationship with LPL Financial, we have access to a wide range of investment options and focus on strategies that are appropriate for your unique situation.
3. How often should an investment strategy be reviewed?
It’s generally a good idea to review your investment plan at least annually—or sooner if there is a significant change in your life, financial situation, or market conditions. We work with clients on an ongoing basis to help keep their strategy aligned with their needs.
4. Can investment planning be part of a larger financial strategy?
Yes. Investment planning is just one component of a broader financial plan. We integrate investment decisions with other key areas such as retirement planning, estate considerations, and tax planning—often in coordination with your other qualified professionals.
5. Is there a minimum amount required to begin investment management services?
Yes. Our minimum is $100,000 for new clients