• Skip to main content
  • Skip to footer
Main Logo Main Logo
+1 (303) 721-7000
  • Who We Are
    • Our Story
    • Our Purpose & Values
    • Awards & Accolades
    • Our Team Leaders
    • In the Community
  • What We Offer
    • Portfolio Management
    • Wealth Management
    • Retirement Planning
    • Specialties
  • Why Choose Us
    • Breakthrough Moments
    • How We Differ
    • Three Unique Advantages
  • Useful Resources
    • Blog
    • Investment Commentary
    • Chart of the Quarter
    • White Papers
    • ADV/CRS Forms
    • Informative Guides
    • Client Login
  • Let’s Talk
  • Search

Portfolio and Investment Management

The core of our rigorous approach is to understand your complete picture
before tailoring a portfolio to you AND the prevailing investment landscape.
Ten standards of excellence guide our process:

Find Important Disclosures here.

01Aligned

02Intelligent

03 Disciplined

04 Evidence Driven

05 Tax Sensitive

06 Tailored

07 Lean

08 Risk Aversion

09 Integrated

10 Independent

  1. Aligned
  2. Intelligent
  3. Disciplined
  4. Evidence Driven
  5. Tax Sensitive
  6. Tailored
  7. Lean
  8. Risk Aversion
  9. Integrated
  10. Independent

Aligned

You are Center Stage

Your objectives and the various components of your financial picture must be understood to create your optimal investment portfolio. We align your total profile with your asset allocation, investment plan and financial plan, giving you comfort and confidence.

NEXT

More Resources:

  • The Importance of the Total Client Profile
  • How the Wealth Allocation Wheel Plays a Role in Portfolio Management
  • How to be Keenly Aware of the Investor Behavior Penalty (IBP) and Avoid It
  • Strength Based Wealth Managements Role in Portfolio Management

Intelligent

Escape the Chaos and Complexity

Emotions, hype and crowd behavior can adversely impact sound judgement. Our investment management system utilizes a variety of macro, valuation, sentiment, and technical indicators, to help better inform our decision-making discipline.

NEXT

More Resources:

  • “Active Share” insights from Yale
  • The Case for Factor Indexing from a Nobel Prize Laureate
  • Evidence Based Investing White Paper
  • DYNAMIC WEALTH & PORTFOLIO MANAGEMENT TIPS: How to Continually be Prepared for Financial Opportunities and Dangers Around the Corner

Disciplined

Let Markets Work for You

Seven robust studies show that investors tend to incur a significant cost due to their own behavior. You can be better off avoiding short-term thinking based on emotions or hunches. Our asset allocation experts help you stay disciplined to a sound, long-term approach.

NEXT

More Resources:

  • Investing Requires More than Intelligence: Mensa vs Market
  • The Investor Behavior Penalty and How to Mitigate It
  • Practice Smart Diversification to Reduce Risks that have no Expected Return

Evidence Driven

Rigorous. Academic. Evidence-Driven.

We believe we put the probability of success in your favor because we apply strategies and approaches based upon sound research and data.

NEXT

More Resources:

  • How Smart Data Informs Portfolio Management Decisions
  • Evidence Based Investing White Paper

Tax Sensitive

Tax-Sensitive Strategies and the Technology

Janiczek Wealth Management aims to maximize your portfolio’s after-tax gain. Our investment in advanced monitoring and trading technologies helps us accurately implement tax effective strategies.

NEXT

More Resources:

  • Asset Location (not Allocation) Is a Key Tax-Smart Strategy to Employ
  • Do You Have Any Tax Loss Carryovers from Outside Transactions? The Importance of Involving Your CPA in the Portfolio Management Process
  • Tax Smart Charitable Giving Can Save You $’s

Tailored

Not Too Much. Not Too Little. Just Right Tailoring.

Do you have concentrated holdings? Significant liquidity?  Other unique circumstances? We have the process, technology and ability to tailor your portfolio where and when needed.

NEXT

More Resources:

  • Tailoring Portfolios to Your Cash Needs – When and How Circumstances Should Alter Your Portfolio Allocation
  • How Much Tailoring Do You Need? Some Examples

Lean

Cost Conscious Investing

We aim to maximize the net, after-cost performance of your portfolio. Our lean approach includes carefully scrutinizing trade and expense ratios and paying a premium over conventional indexing only where we think there is value beyond costs.

NEXT

More Resources:

  • “Active Share” insights Reveal the Closet Indexers to Avoid
  • How Lean Oriented Factor Indexing Can Add Value Over Time
  • How Lean is Lean? Check Out These Results

Risk Aversion

Risk Conscious

You want to understand the risks and rationale of decisions.  Together, we can factor risks and make decisions.  This process is aided by our Lifestyle Protection Analysis tool.

NEXT

More Resources:

  • Being Risk Adverse
  • How a Lifestyle Protection Analysis Can Help You Stress Test and Right-Size Your Portfolio Allocation
  • Wealth Accumulation Targets Help Insulate You From Market Ups and Downs

Integrated

Your Wealth is Like a Symphony.

Your balance sheet and portfolio are full of instruments. Our integrated process aims to fine tune those instruments to harmonize with your life and the world.

NEXT

More Resources:

  • Five Guiding Principals to Integrated Portfolio and Wealth Management
  • How Our Clarity Process Helps You Stay Clear, Confident and On Track
  • DYNAMIC WEALTH & PORTFOLIO MANAGEMENT TIPS: How to Continually be Prepared for Financial Opportunities and Dangers Around the Corner

Independent

100% Fiduciary. 100% of the Time.

Your best interest is what drives us. Our structure, compensation and values all align with open, thoughtful, and honest actions.

Janiczek Wealth Management offers evidence-based portfolio management services in Denver and tailors your asset allocation to your individual needs and financial plan. Call us today to talk about your financial goals.

 

 

More Resources:

  • Why You Want a Fiduciary Advisor (not a sales broker)

Want to Discuss Your Situation?

A simple conversation with one of our advisors may help you best sort out your needs and next steps. We’d be happy to confidentially chat with you. Just let us know when you are ready.

Call Now: 303-721-7000. Or submit request:

  • This field is for validation purposes and should be left unchanged.

Footer

7001 E. Belleview Avenue
Suite 600
Denver, CO 80237
+1 (303) 721-7000
info@janiczek.com

Contact Us

 

HTML Sitemap

Who We Are

  • Our Story
  • Our Purpose & Values
  • Awards & Accolades
  • Our Team Leaders
  • In the Community
  • Denver Investment Firm

What We Offer

  • Portfolio Management
  • Wealth Management
  • Retirement Planning
  • Specialty Tracks

Why Choose Us?

  • Breakthrough Moments
  • How We Differ
  • Three Unique Advantages

Useful Resources

  • Blog
  • Investment Commentary
  • Chart of the Quarter
  • White Papers
  • ADV/CRS Forms
  • Informative Guides

Copyright © 2023 Janiczek Wealth Management. All rights reserved. Privacy Policy | Important Disclosures | Client Login | Accessibility Feedback

Let's Talk
  • Result of 8 + 6 =
  • This field is for validation purposes and should be left unchanged.