1. The Seven Faces of Advice
How Denver Money Manager Empowers Clients

2. The Expert
Investors need advisors to
provide client centered expertise
in assessing the state of their
finances and developing risk-
aware strategies to help them
meet their goals.

3. The Independent Voice
The global financial turmoil of the
late 2000’s has demonstrated the
value of an independent and
objective voice in a world of
product pushers and sales people.

4. The Listener
The emotions triggered by financial
upheaval are real. Listening to
client’s fears and teasing out the
issues driving those feelings with a
goal to reassure and provide
practical long-term answers.

5. The Teacher
Getting clients beyond the fear-
and-flight phase is just a matter
of teaching them about risk &
return, the power of
diversification, the value of asset
allocation and the virtue of
discipline.

6. The Architect
Once the lessons are understood,
the job is building a long-term
investment discipline that caters
to each client’s tolerance for risk
and their financial goals.

7. The Coach
Even when the strategy is in
place, doubts and fears
inevitably arise in an investor’s
mind. As a coach, our job is
reinforcing principles and keep
the client on track.

8. The Guardian
Finally, our last job is a long-term
role as a guardian or lighthouse
keeper who scans the horizon for
issues that may affect the client and
keeping them informed.

9. The End Game
Good financial advice is
defined by the patient
building of a long-term
relationship founded on the
values of trust, knowledge,
independence and the
recognition of our common
bond to care for each other