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Allow Us to Manage Your Investments

Free up your time with investment managers that invest alongside you in Colorado Springs, CO

Tailored Portfolios: Similar to a tailor who alters the waist, sleeves, hem and collar of a shirt to fit a man's body style, we take a plethora of factors into account to create a portfolio tailored to your family's wishes. Some of the variables we may consider when choosing the optimal long-term investment strategy and near-term investment tactics include: investment value in relation to goals, income needs during distribution, tax considerations, time horizon, outside assets and cash flow, desire to hedge, legacy...

56 Capital Partners listened to your worries and fears of market drawdowns and recessions as you approach or are in retirement. We implement proprietary hedging strategies through the use of derivatives and asset allocation adjustments to help mitigate the volatility of your portfolio and generate additional income for retirees.

Our team of portfolio evaluation experts, under the guidance of our investment policy, uses your information and third-party software to provide non-biased fiduciary analysis investment strategy recommendations. During our frequent engagements, we find our portfolio strategies need amending as our circumstances change and we achieve goals along our timeline. Your personal investment review regularly identifies these situations and keeps you abreast of our views on the capital markets and developments.

Investment Philosophy

Investment Philosophy

You need a good financial plan for the same reason you need a good home: to live a comfortable life, provide for your needs and the needs of your family, creating a confident and certain future.
Like a home, a financial plan needs a stable foundation perfectly designed for the future built on top of it. We handcraft a foundation with things like stocks, bonds, mutual funds, ETFs and cash: stable, solid, trustworthy.
A foundation is the start; walls and a roof make it a house. Based on your needs, time horizon, risk tolerance, and goals, we construct walls in the shape of education, innovation, and alternatives to establish you for the future. Finally, we put in place the roof, helping you choose the right options to protect your assets. Let’s make a financial plan that supports your pursuit of happiness.

Schedule your complementary introductory meeting with a 56 Capital Partners Advisor today

Worried about fees? Don't be, we aren't. We provide simple pricing in writing ahead of time. This way you know exactly what you are paying before agreeing to proceed forward, putting you in the driver's seat if you would like to partner with us to pursue your happiness.

When you're looking for an investment management firm in Colorado Springs, CO, turn to the consultants at 56 Capital Partners. Contact us now to learn more about our services.

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Investments

Whether you have an old 401k that you have been meaning to move or a brokerage account that has become too cumbersome to manage on your own, we are here to help. We can help you consolidate your accounts into one easy to use space and provide you with management of your investments.

Hedging

We all fear markets swings especially when it involves downward movement. At 56 Capital Partners of Colorado Springs, CO we are able to help you protect the downside on specific accounts and take advantage of market swings.

Rebalancing

Why wait until a new quarter to rebalance? What if you do not even need to? We take pride in our effort to help you get the most out of your accounts by monitoring market swings, trends and other things to determine the best time to rebalance your portfolio.

Education

Education planning is an important topic, especially with the rise in education cost. We can help you set up a plan to get your child started on the right path.

Estate Planning

Thinking about your end of life is not a fun subject, but one that should happen. We encourage our clients to look at their estate plan and at least establish a basic will so your family is not left alone to pick up the pieces.

Trusts

Generational wealth is meant to be kept in the family. When establishing a trust this will help with your desire to keep your estate where you want it to be. We assist you through this process to make sure your assets are properly designated to your estate.

Business Succession

Are you prepared to have your business fail if something ever happened to you? Having a succession plan in place is critical to keeping your business afloat in times of turmoil. Your employees and clients will thank you for thinking of them!

Inheritance

Generational wealth might come down to you through a relative's estate plan. Deciding how to handle that and where it all goes can be a daunting task. We can help to make sure the inheritance transition to you flows smoothly.

Gifting and Philanthropic solutions

Giving to the causes and people you care about can be a top priority in your financial planning. We can help make sure your gifting and philanthropic wishes are achieved throughout the life of your financial plan rather than at the end of your life.