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White Papers

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  • White Papers

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
Catastrophic Risk Containment
Estate Planning

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

Contact Us

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

  • Perspective Advantages
  • Investment Commentary
  • Informative Guides
  • Form CRS
  • Form ADV

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