Business Details
30 Years
experience
Your Trusted Partner for Comprehensive Financial Planning
GHP Investment Advisors was founded on the principle that financial planning, investments, and tax planning must be integrated to serve clients effectively. As a fiduciary, we are legally obligated to act in your best interests, offering objective investment strategies without commissions or insurance sales. Our team collaborates with your existing professionalsaccountants, attorneys, and othersto create comprehensive wealth management solutions tailored to your unique needs. With 29 years of experience and $2.8 billion in assets under management, we prioritize transparency, education, and long-term client relationships.Our proprietary GHPIA Valuation Benchmark and Investment Risk Scorecard provide disciplined, data-driven approaches to portfolio management. Through our Financial Concierge service, we handle complex financial tasks, from paperwork to coordination with third-party experts, ensuring seamless execution of your financial plan. Our fee structure is transparent, with asset management fees declining as assets increase, and we offer reimbursement allowances for professional services. Headquartered in Colorado, we serve clients nationally while maintaining a global perspective on investment opportunities.
Services
Portfolio Management
Financial Planning
Fiduciary Advisory
Tax Planning
Global Investment Strategies
Estate Planning Coordination
Professional Services Reimbursement
Market Risk Analysis
Investment Education
Financial Concierge
Details
- Year established: 1996
Highlights and features
- We act as fiduciaries, legally obligated to prioritize your financial interests.
- Our proprietary GHPIA Valuation Benchmark ensures data-driven, emotion-free investing.
- We coordinate with your existing professionals for holistic financial solutions.
- Transparent, tiered fee structure with discounts for larger asset bases.
- Financial Concierge service handles complex tasks from estate planning to document review.
Services
Portfolio Management
Our disciplined portfolio management approach combines the GHPIA Valuation Benchmark with proprietary risk analysis tools to create tailored investment strategies. We focus on long-term returns while managing risk through diversified asset allocation. Our tiered fee structure ensures cost efficiency for clients with larger asset bases.
Financial Planning
We develop comprehensive financial plans that integrate tax strategies, estate planning, and insurance analysis. Our process begins with detailed client consultations to understand both financial and personal goals. The Financial Concierge service ensures ongoing implementation support for all plan components.
Fiduciary Advisory
As SEC-registered fiduciaries, we provide objective investment advice without conflicts of interest. We do not receive commissions or sell insurance products. Our recommendations focus solely on clients' best interests through transparent decision-making processes.
Global Investment Strategies
Our Colorado-based team offers expertise in global market opportunities through a disciplined, quantitative approach. We analyze international investments using the same rigorous valuation benchmarks applied to domestic portfolios. This ensures consistent risk assessment across geographic markets.
Financial Concierge
This unique service handles complex financial tasks including document review, professional coordination, and implementation support. We collaborate with external experts in tax, legal, and business advisory fields. The service is included in asset management fees without additional charges.
People
Brian J. Friedman
President, Co-Founder, Chief Investment Officer
CFA and CBE charterholder with 29 years of leadership in investment strategy. Developed proprietary valuation benchmark system used across all portfolio management services. Oversees investment research and trading operations.
Carin Wagner
Senior Vice President of Wealth Management
Certified Financial Planner with expertise in client relationship management. Focuses on integrating financial planning with investment strategies. Leads team in developing personalized wealth management solutions for high-net-worth clients.
Mike Sullivan
Vice President of Wealth Management
Certified Financial Planner with extensive experience in portfolio construction. Specializes in tax-efficient investment strategies and estate planning coordination. Provides direct client advisory services for complex financial situations.
Sebrina Ivey
Chief Operating Officer
CPA/PFS and CIA credentialed executive managing daily operations. Oversees compliance, risk management, and service delivery processes. Ensures alignment between strategic objectives and client service execution.
Brad Engle
Director of Research, Trading, and Portfolio Analytics
Leads investment research team in analyzing market opportunities. Implements valuation benchmark system across all asset classes. Manages trading operations and portfolio analytics reporting for client accounts.
Questions
What makes GHP Investment Advisors a fiduciary firm?
We are legally obligated to act in your best interests, with no commissions or insurance sales. Our SEC registration enforces this fiduciary standard across all advisory services.
How does the Financial Concierge service work?
Our team handles complex financial tasks like document review, professional coordination, and implementation support as part of regular asset management fees without extra charges.
What investment approach do you use for portfolio management?
We apply the proprietary GHPIA Valuation Benchmark and Investment Risk Scorecard to assess opportunities through disciplined, data-driven analysis of risk and reward factors.
How are asset management fees structured?
Fees decline incrementally with asset size, starting at 1.00% for portfolios under $1M and decreasing to 0.30% for assets over $75M, with no charges for cash under management.
Do you work with clients outside Colorado?
While headquartered in Colorado, we serve clients nationally and provide global investment expertise through our international market analysis capabilities.
Videos
