UNAFFILIATED MANAGERS
We have relationships with many Colorado investment advisory firms. These relationships may be custodial, managerial or advisory. In each case, these firms are either actively engaged in managing trust and custody assets for the bank, individual customers and/or qualified plans, or have expressed an interest in doing so:
Alexander Capital Management Group
Bee and Associates
Cordillera Asset Management
Davis Capital Management, L.L.C.
Denver Investment Advisors, L.L.C.
HCM Investors, Inc.
Northstar Investment Advisors, L.L.C.
Smith Group Asset Management
Tempest Investment Counselors, Inc.
Three Peaks Capital Management, LLC
Wagner Investment Management, Inc.
Wood & Company
More detailed information is available on these firms if individual investment management is desired.
Alexander Capital Management Group
Alexander Capital Management Group is a locally owned, registered investment advisor. Since 1989, they have managed stock and bond portfolios for high net worth individuals, trusts, foundations and institutions. Their individually managed stock portfolios consist of thirty to forty holdings that are broadly diversified among market capitalizations and industry sector. The firm has employed a disciplined relative value style of investing since inception. Alexander Capital’s investment objective is to conserve the value of the client’s wealth in real terms and achieve a reasonable return on assets.
Bee and Associates
Bee and Associates is a division of Denver Investment Advisors LLC. The firm manages international and global small-cap equities using a bottom-up fundamental analysis. Founded in 1989, the current staff has a combined average of 17 years of investment experience.
Cordillera Asset Management
Founded in Denver, Colorado in November 1991, Cordillera Asset Management manages small-cap growth portfolios with a bottom-up approach built on strong fundamentals. Their independent research team focuses on consistent, double-digit earnings growth, high profitability and a clean balance sheet. For more information, please click here www.cordillera.net.
Davis Capital Management, L.L.C.
Davis Capital Management serves a broad range of taxable and tax-exempt entities including individuals, foundations, trusts, IRAs and small-to-medium sized pension and profit-sharing plans. Individualized management and a high level of service tailored to the unique needs and circumstances of each client are hallmarks of the company. The investment philosophy for common stocks emphasizes a growth focus combined with relative and absolute value disciplines. An independent-minded approach to research identifies outstanding growth companies in those industries that are beneficiaries of attractive and enduring themes for long-term investment. For more information, please click here www.dcmllc.com
Denver Investment Advisors, L.L.C.
Denver Investment Advisors is a management owned independent advisor managing equity, fixed income, and balanced portfolios. Since 1958, DIA portfolio managers work to create a customized investment program that incorporates a client’s financial objectives, tax and estate planning needs, and level or risk tolerance. They offer a variety of well-defined investment approaches based on adding value through fundamental and quantitative research.
HCM Investors, Inc.
HCM Investors, founded in 1996, employs a large-cap growth philosophy utilizing a disciplined equity selection process. Stocks are chosen based on multiple fundamental factors including: predictable/growing earnings, strong margins, and an innovative management presence. HCM’s investment staff has over 32 years in combined professional investment experience.
Northstar Investment Advisors, L.L.C.
Northstar Investment Advisors addresses each client’s unique circumstances to develop and maintain a long-term investment program to meet client needs. Portfolios are built around a core list of primarily large capitalization stocks in companies that exhibit consistent earnings and dividend growth, dominate their industry, and demonstrate sound balance sheet management.
Smith Group Asset Management
Smith Group Asset Management is a registered investment advisor that specializes in equity investment management services. Currently, the firm manages assets among a diverse list of clients, which includes foundations, endowments, corporate pensions, public funds, multi-employer plans and high net worth individuals. The firm specializes in finding attractively valued companies that will report a succession of positive earnings surprises.
The strength of their investment approach is their documented ability to consistently populate their client portfolios with a high percentage of companies that will report earnings above investor expectations. Their goal is to own companies before they report their positive earnings surprises and to sell them before any earnings disappointments are reported. Their success rate in predicting positive earnings surprises has been excellent -- above 85% during the average quarter.
Tempest Investment Counselors, Inc.
The firm of Tempest Investment Counselors, an affiliate of Denver Investment Advisors, serves as investment advisor for stock and bond assets of individuals, charitable foundations and corporate pension plans. Tempest Investment Counselors, Inc. acts as investment advisor to the Aristata Mutual Funds created from the Colorado State Bank and Trust Common Trust Funds in 1998. Tempest Investment Counselors, Inc. is an independent advisor specializing in a large capitalization value-based investment style.
Three Peaks Capital Management, LLC
Three Peaks Capital Management, LLC is a 100% employee-owned, SEC-registered investment adviser located in Greenwood Village, Colorado. With an investment team possessing years of experience and expertise spanning the broad spectrum of fixed-income securities, they focus on what many consider to be the most advantageous area of fixed income, the high-yield sector. Catering to institutions and high net worth individuals alike, their standard investment minimum is $2.5 million.
Wagner Investment Management, Inc.
Wagner Investment Management has provided personalized investment management services for individuals, foundations, trusts, and endowments since 1975. The firm manages each account individually, normally on a discretionary basis, in a “growth at a reasonable price” style. The firm’s investment committee has over 166 years of experience and is independently owned by its employees. For more information, please click here www.wagnerinvestment.com.
Wood & Company
Founded in 1982, Wood & Co. provides investment management for a variety of clients including individuals, retirement plans, and charitable organizations. After a thorough review of client’s investment objectives, portfolios are individually managed based on the unique circumstances of each client. The common stock investment philosophy integrates a growth orientation with a value discipline. Based on in-depth independent research, investments are initiated only when a set of financial and valuation criteria have been met, an approach which serves to mitigate long-term risk.
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