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White Papers

  • Quarterly Commentary
  • Chart of The Quarter
  • White Papers
  • ADV/CRS Forms

White Papers

While all of our clients hire us to handle the details, some of our clients like to see some of the technical details behind certain strategies and/or approaches. Here are some white papers and articles, published by a variety of sources, we think worthy of review for those clients who want to inform decision making and overall financial awareness with a bit more technical detail.

Investment Management

Evidence Based Investing for High & Ultra-High Net Worth Investors
Active Share Insights from Yale
The Case for Factor Indexing from a Nobel Prize Laureate

Retirement planning

Now Retired, Now What?

Tax Planning

Secure Act Report

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Denver, CO 80237
+1 (303) 721-7000
info@janiczek.com

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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
  • 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

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