Guiding Principles

Here's are our firm's

  Clients come first
Every decision we make is driven by what is best for that client
  Every dollar matters
Remain vigilant on every cost our clients bear and every dollar we oversee
  Invest with conviction
We will only deliver lower cost, more tax-efficient portfolios
  Respect the evidence
Use our rigorous academic foundation to construct evidence-based solutions
  Invest with our clients
We will commit to the same funds/portfolios as our clients
  Provide an exceptional client experience
Our team will be there for our clients whenever and however they need us
  Remain transparent
Performance will be reported net of all fees

Learn more about 7258's approach

Office Address:

730 17th Street, Suite 107
Denver, CO 80202

ph:  303.633.5910
f:  303.860.8956