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Risemint Capital Advisors

Tel: 888-998-3254
2942 Evergreen Pkwy
#405
Evergreen, CO 80439
Risemint Capital Advisors | Financial Advisor in Evergreen ,CO

Performance oriented. Decades of experience.


About Risemint Capital Advisors

Risement Capital Advisors™ was originally founded on an investment-centric mission to maximize the utility of clients' portfolios. The formation of the firm was driven in response to what we considered to be a broken investment management industry: instead of being held accountable on a performance standard, the space has shifted into offering an ever-increasing array of products and creative investment vehicles that add to the bottom lines of the professionals working within it and not to the direct benefit of their clients.

Since its founding, Risement Capital Advisors™ has expanded its scope to being a holistic wealth management firm. Our process has evolved and begins with an acute focus on the financial plan, which serves as the roadmap for clients in eventually achieving their goals. The plan is the result of coordinating a symphony of inputs that are objective (quantitative variables) and subjective (feelings regarding risk). These two elements are more commonly referred to as risk capacity and tolerance and aligning them is essential in ensuring the plan is oriented in the proper heading. Whether the goals are for saving for retirement, or to maximize the impacts of family legacies, clients of all types can truly benefit from a working plan.

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General Information

Firm Start Year:   2017
No.of Employees:   2-4
States Licensed in:   CO, OH, PA, NY, CA
Number of Years with Current Firm:   4
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Financial Planning, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management, Estate Planning & Trusts, Investment Advice & Management

Services

Investment Types:   Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Annuities
Can meet clients in the following ways:   Your Office, Via Phone, Our Office, Your Home, Our Offices, Video Conference, Via Email

Firm Information

Advisor's Number of Clients:   156
Advisor's Number of Managed Clients:   156
Advisor's Number of Planning Clients:   140
Assets Managed by Advisor:   $56,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1.00
Additional Details on Charges:   We have a tiered (non-laddered) fee schedule: 1.1% $1-500,000 1.0% $500,001-$1,000,000 .9% $1,000,001-$3,000,000 negotiable >$3,000,001
Minimum Fee Charged for Hourly Planning Accounts:   750

Education

MBA  - emphasis in finance   University of Denver  - Denver, CO
9/5/2006-6/5/2008
Bachelors of Arts  - Economics   University of Puget Sound  - Tacoma, WA
9/2/2000-6/4/2004

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Financial Services

Portfolio Management

Primarily employ public stocks and bonds (via stock funds and a mix of individual bonds) to manage risk as bonds have the most consistent negative correlation to stocks over 100 years compared to any other major asset class. Our performance is compared to the S&P 500 index (for equities) and the Barclays Aggregate Index (for fixed income). Performance reports are provided quarterly and client can access reports on their own through our client portal.

Retirement Planning

As part of our comprehensive financial plan that is included with AUM clients

401K Rollovers

We test each prospective rollover to gauge its feasibility to be converted to IRA. If we cannot expect to enhance the allocation mix or save money in fees, we recommend that it stay in its current 401k arrangement.

Wealth Management

In addition to our over portfolio management process, our HNW clients have more complex needs with estate plans, trust management and tax planning. We have clients who have a standard letter of authorization to communicate directly with their CPAs (or other tax preparers, etc)

Risk Management

Our approach to risk management is objectively based. We view the primary purpose of investing to grow client accounts as much as possible, risk adjusted. To maximize the utility of diversifying away from systematic risk, we measure the correlation (or, more so, negative correlation) to our growth vehicles to buttress market volatility.

Money Management

We use a custodian that specializes in segregated savings "buckets" for cash management. It is highly end-user friendly and for the investments within those accounts, we have models that have growth and preservation components, the mix being dependent on the clients' unique risk tolerance.

Financial Planning for Businesses

As part of our comprehensive financial plan that is included with AUM clients

Financial Planning for Individuals

As part of our comprehensive financial plan that is included with AUM clients

Financial Advice & Consulting

As part of our comprehensive financial plan that is included with AUM clients

Insurance Planning

As part of our comprehensive financial plan that is included with AUM clients

Annuities

We do not hold annuities in-house but utilize a third party firm to satisfy this need for our clients.

Estate Planning & Trusts

We help our clients establish and/or maintain their existing trusts. We have a very qualified law firm on retainer to assist with this. Depending on size of account/trusts, these services are complimentary.

Tax Advice and Services

Clients may opt in to have their taxes prepared by by our in-house tax professional for a fee

Education Funding and Planning

As part of our comprehensive financial plan that is included with AUM clients

Investment Advice & Management

As part of our comprehensive financial plan that is included with AUM clients

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Communities Served

All of Denver metro and foothills
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