Portfolio Management

Customized diversified portfolio construction, management, and review—guided by a fiduciary, planning-first approach.

Paramount Associates Wealth Management provides portfolio management for individuals and families in Greenwood Village and across the Denver Metro area, including Denver Tech Center (DTC), Centennial, Englewood, Cherry Hills Village, Highlands Ranch, Lone Tree, Parker, Castle Pines, and Castle Rock. Our role is to help ensure your investments are aligned with your objectives, your timeline, and your comfort with risk—so your portfolio supports your financial plan with discipline and clarity.

What you can expect

  • Customized diversified portfolio construction aligned to your goals and risk preferences

  • Ongoing monitoring, rebalancing, and portfolio review

  • Investment decisions guided by your Investment Policy Statement (IPS)

  • A disciplined approach designed to adapt through changing market environments

  • Clear communication and planning-first alignment as your life evolves

Who Portfolio Management Is For

Portfolio management is a fit when you want a structured strategy—not just a collection of accounts. Many clients come to us when they are preparing for retirement, navigating a career change, managing multiple investment accounts, coordinating planning priorities, or simply seeking a more disciplined and consistent wealth management process.

If you’re asking questions like, “Is my portfolio built for my timeline?” “Am I taking the right level of risk?” or “Do my investments match what I’m trying to accomplish?” this is exactly what portfolio management is designed to address.

Our Fiduciary Approach to Portfolio Construction

Using a wealth of resources, we gain insight into the risk and return characteristics of different investment options. Our research, proprietary macro rankings, and ongoing due diligence help us select a strategic mix of asset classes that closely matches your individual preferences and appetite for risk.

This approach weighs several factors, including global growth, monetary policy, and valuations. Depending on the global economic environment, the perceived value of each factor may change. Updates to global asset allocation are made on an ongoing basis; our investment strategy is active and has the ability to adapt with shifts in the global economic cycle—within the parameters of each client’s Investment Policy Statement.

Paramount Associates Wealth Management utilizes investments in both the public and private markets.* Ongoing analysis ranks mutual funds, exchange traded funds, and private market investments based on multiple factors such as risk-adjusted return, category ranking, expense, potential capital gain exposure, capture ratio, beta, and alpha. Individual stocks account for the majority of the domestic equity allocation within our Dynamic Asset Allocation models.

Our priority is to make informed financial decisions about the components of your portfolio while staying aligned to your objectives and fiduciary interests. We also take care to assess the ongoing tax implications of your plan at a high level, and when your needs and situation evolve, we adjust accordingly to ensure we stay in sync with you and your expectations.

Our Portfolio Management Process (What to Expect)

A strong portfolio management relationship is structured and repeatable. Here’s how we typically work:

  • Clarify goals and timeline
    We align investment decisions to what the portfolio is meant to accomplish and when you expect to use it.

  • Establish or refine your Investment Policy Statement (IPS)
    The IPS sets expectations around risk, diversification, and portfolio parameters.

  • Build and implement a diversified strategy
    We construct a portfolio aligned to your objectives and risk preferences.

  • Monitor, review, and rebalance
    We track changes in markets and your life circumstances, and we adjust within the IPS parameters.

  • Update as life evolves
    As priorities change—retirement planning, business decisions, family goals—we adapt the strategy to stay aligned.

Comprehensive Portfolio Reviews

Staying on top of trends and events that influence the investment environment and your portfolio’s performance is crucial for us. We rely on deep resources, analysis, and the insight of our team to keep your financial objectives in sight and help support disciplined decision-making. Reviews focus on whether your portfolio remains aligned to your goals, risk tolerance, and overall plan—not just short-term performance.

Frequently Asked Questions

What is the difference between portfolio management and financial planning?
Financial planning creates the strategy (priorities, timelines, and decisions). Portfolio management aligns investments to that plan and maintains the strategy over time.

How often is my portfolio reviewed?
Portfolios are monitored continuously and reviewed on an ongoing basis, with additional reviews triggered by major life changes or shifts in planning priorities.

What is an Investment Policy Statement (IPS)?
An IPS is a written framework that clarifies goals, time horizon, risk alignment, and portfolio parameters. It helps keep investment decisions consistent over time.

Do you use active management?
We actively monitor and adjust asset allocation within the parameters of each client’s IPS based on ongoing research and changing economic conditions.

Do you include private market investments?
We may utilize public and private market investments where appropriate, but private market investments are not for everyone and require specific investor qualifications.*

Ready to Talk About Your Portfolio Strategy?

If you’re looking for portfolio management in Greenwood Village or the Denver Metro area and want a disciplined, planning-first approach, we welcome the opportunity to connect. Contact our office to schedule an introductory conversation.

Required Disclosures

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.


*Private market investments are not for everyone. There are stringent investor qualifications due to restrictions on transparency and liquidity. Private market investment internal costs vary in structure and amount—it is important to understand all risks involved.

© 2025 Paramount Associates Wealth Management. Paramount Associates Wealth Management is a Registered Investment Advisor (RIA) located in Greenwood Village, CO. Providing Business Planning, Estate, Charitable Giving & Trust, Financial Planning, Portfolio Management, Retirement Planning, and Risk Management.

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