KS
Kyle Schultz
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Work Experience
Advisor
Aug 2017 - Present · 7 years and 4 months
Jan 2015 - Jul 2017 · 2 years and 6 months
Vice President
Jul 2015 - Jul 2017 · 2 years
Financial Planner
Jan 2015 - Jun 2015 · 5 months
Company Details
Colorado Capital Management Inc. (CCM) is a Boulder based wealth advisor providing independent fee-only financial planning and portfolio management for high net worth investors. CCM was founded in 2000 and provides additional expertise and access to impact/socially focused investment opportunities, both in the private and public sector. CCM is a Certified B Corp, having met the rigorous standards of social and environmental performance, accountability and transparency. DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information. I am not responsible for any third party content, services, products or information. NOTICE: As a SEC registered investment advisory firm, CCM is restricted from using any form of testimonial relating to our investment advisory services. We appreciate your acknowledgements, but LinkedIn recommendations/endorsements are viewed as a testimonial by the SEC so we ask that you do not provide any recommendations or endorsements.
Year Founded
2000
Social Media
Linkedin
Industry
Investment Management
HQ Location
4430 Arapahoe Avenue Suite 120 Boulder, Colorado 80303, US
Keywords
Portfolio ManagementFinancial PlanningFee Only Wealth Managementand Retirement Planning
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