May Investments

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May-Investments provides clients' wealth management services for generations to come. Our goal is to serve investors objective advice and enable them to enjoy the premier wealth management experience in Western Colorado. We offer family office services using customized portfolios of individual securities expertly managed by Grand Junction's most experienced Chartered Financial Analyst (CFA). As an independent investment advisor with Fidelity's Institutional Wealth Group, our goal is to be the family office you would design for yourself - if you knew as much as we do about investments, legacy planning, and risk management. For more information, the About Us section explains what led to the creation of May-Investments in 2005, or take a look at our S.E.C. Form ADV Disclosure Statement.
May-Investments comprehensive Custom Wealth Management services help clients scout out partners to assemble a local wealth management team of advisors to assist with risk management and legacy planning issues. For other clients, a disciplined investment strategy utilizing an actively managed mutual fund portfolio provides cost effective investment management alternative.
May-Investments has also teamed up with Trust Company of America to provide a "Managed Money" solution for Qualified Retirement Plans. We can provide active management options which employees can select and monitor just as easily as if a traditional mutual fund investment was selected.
Is your "buy and hold" strategy due to choice, or inattention? At May-Investments, we are passionate believers that active portfolio management can add enough value to more than offset the fees involved in hiring an advisor. The May-Investments' stock selection process combines some high priced "buy side" research with May-Investments' proprietary process for spotting timely and undervalued companies suitable for investment. By actively monitoring the market on our clients' behalf, we hope to save clients' time while enabling clients to profit from the stock market's one constant feature - volatility. By paying attention to asset location, we help clients leave more money to the next generation by making effective use of various tax structures. We personalize our services to satisfy clients who have reached a level of financial success where "packaged products" just don't work for them.
May-Investments customizes your individual portfolio objectives to prevent clients from taking on more risk than they can tolerate, and implement a disciplined investment process on clients behalf so that they can have time to focus on family and community. Freedom from money worries, combined with timely financial reporting, allow clients to relax and enjoy life - comfortable with the knowledge that their money is taking care of them (rather than vice-versa). May-Investments reliance on independent research gives many clients peace of mind, knowing that the advice being implemented on their behalf was selected based on merit, independent of Wall Street's powerful marketing machine. Clients are confident that we will continue to monitor the investment arena for new products that might suit their goals, knowing that we will evaluate those products with a skeptical eye based on over twenty years of investing experience. Though timely performance reporting keeps clients abreast of things, clients can relax knowing that an expert in the field with a passion for investing is in charge of daily decision making.
So what does all this proprietary hoopla cost? Good question!