The name for our firm was born from an unexpected moment over lunch on a beautiful spring day in Colorado Springs. David and Elliott had met to brainstorm potential names for their new firm. Seated by a window, they watched as the warm, sunny day outside quickly gave way to heavy clouds. Within minutes, the spring weather had transformed into a full-on blizzard.
The contrast was striking—a perfect metaphor for the personal finance journey. Much like the seasons of life, the economy, and capital markets, we all experience longer-term cycles that are somewhat predictable and easy to identify. But within those cycles, we also face unpredictable short-term weather patterns. From this realization came the name "Season Investments"—a reflection of the ever-changing nature of both life and investing.
At Season Investments, our mission is to help clients navigate the seasons and weather patterns of life, the economy, and markets. Just as each season brings its own challenges and opportunities, so too does each phase of your financial journey. With thoughtful planning, expert insight, and proactive guidance, we empower you to weather the storms and make the most of the sunny days—ensuring you’re positioned for long- term success, no matter what comes next.
How is Season Investments different from other wealth management firms?
Unlike firms that take on as many clients as possible, we are highly selective, ensuring each client receives the attention and depth of partnership they deserve. We take a holistic view of your entire financial life, acting as a personal CFO. On the investment side, most advisors build portfolios centered around the stock market. We take a more proactive approach to risk management, incorporating a diverse range of alternative investments designed to reduce volatility, minimize large drawdowns, and create a more stable path to long-term wealth accumulation.
How are your fees structured?
We operate on a transparent, fee-only model based on a percentage of assets under management. Our fees are structured to align our interests directly with yours—we succeed when you succeed. We do not accept commissions or compensation from financial product sales, ensuring our recommendations are unbiased and in your best interest.
Who is the ideal client for Season Investments?
Our ideal clients are high net worth individuals and families with complex financial landscapes. Typically, our clients have investable assets starting at $1 million, are successful entrepreneurs, executives, or professionals who value strategic, comprehensive financial guidance. We work best with clients who view wealth management as a collaborative partnership and are seeking more than just investment advice.
Do you work with clients outside of Colorado?
Yes, we work with clients across the country. While we are based in Colorado, today’s technology and communication tools allow us to serve clients seamlessly regardless of location.
Do you have an investment minimum?
We typically work with clients who have at least $1 million in investable assets. This threshold allows us to fully implement our investment philosophy and provide the highest level of value through our wealth management process. If you’re unsure whether you meet this requirement, we encourage you to reach out to discuss your situation.
How often will we communicate about my investments and financial plan?
We believe in proactive, consistent communication. You can expect in-depth planning reviews no less frequently than annually, with real time performance reporting and open-door availability as needed throughout the year. We will interact with you as often as is required to ensure your financial plan continues to evolve with your life circumstances.
How do you manage risk in investment portfolios?
Risk management is at the core of our investment philosophy. We don’t simply aim for high returns—we focus on optimizing risk-adjusted performance. We utilize a multi- layered approach that includes strategic asset allocation, diversification across and within asset classes, careful selection of non-correlated alternative investments, and continuous portfolio monitoring. By reducing volatility and mitigating exposure to large drawdowns, we aim to compound wealth more effectively over time.
Can you help with comprehensive financial planning beyond investments?
Absolutely. We provide holistic wealth management that extends far beyond investment selection. This may include tax strategy optimization, estate planning coordination, retirement planning, insurance analysis, and even guidance on charitable giving and wealth transfer strategies. We also collaborate with your CPA, attorney, and other professionals to ensure a fully integrated approach.
What is your process for onboarding new clients?
Our process is designed to be thoughtful and personalized. We begin with a discovery meeting to understand your financial situation, priorities, and long-term objectives. From there, we conduct a thorough financial analysis and craft an initial plan. We then present a detailed investment and planning proposal, ensuring alignment before implementation. Our goal is to create a partnership that evolves with your life and financial needs over time.
How do I know if Season Investments is the right fit for me?
The best way to determine if we’re the right partner for you is to have a conversation. If you what you’re reading on this website sparks your interest, we encourage you to reach out. We’ll take the time to understand your situation and see if our approach aligns with your needs. We’re not the right fit for everyone, and if that’s the case we will be more than happy to help you determine your best path forward.