Our mission is to help our clients achieve their personal financial goals through quality investments and personalized advice based upon ethics, integrity and trust.
Our Approach
Our approach is you and your goals. We want to get to know what is most important to you in your life, what are your concerns, fears or frustrations with your current situation. We will build you a personalized financial plan that is a tool for you to use throughout varying stages of your life to ensure your on track to live how you set out to. We believe in long-term professional relationships and we want to be there for you whenever you need in all the different stages of your financial life. We are an independent financial planning firm which means we offer you only the best quality investments and nobody is pressuring us to push advice that may or may not be in your best interest.
The Advanced Investments Difference
When Boyd started Advanced Investments in 1992 it was common to sell clients “loaded funds” which payed advisors a large upfront commission that came out of the client’s investment. This didn’t sit well with Boyd, in fact he often thought to himself, “why would I sell my clients loaded funds when I wouldn’t buy them myself.” Boyd decided to build this firm around what was truly best for his clients, not himself like most other firms at the time.
Advanced Investments has always been about the Fiduciary standard, which was finally passed as law in 2016 a solid 24 years after Boyd had his first vision of what he wanted his firm to be. That is why Boyd named the firm Advanced Investments, it truly was an advanced way of investing.
We are fee-based and work on an Assets Under Management (AUM) basis and we are paid quarterly in-arrears. Typical investment firms that work like this charge for only investment advice, our fees include advice in all areas of your financial life. We keep our costs of doing business low and we pass those savings to you. We have always been amongst the highest quality advice at the most competitive rates in Denver. We are on the leading edge of technology changes in the industry to simplify the process for you on your way to financial success and freedom.
Advanced Investments has always been about the Fiduciary standard, which was finally passed as law in 2016 a solid 24 years after Boyd had his first vision of what he wanted his firm to be. That is why Boyd named the firm Advanced Investments, it truly was an advanced way of investing.
We are fee-based and work on an Assets Under Management (AUM) basis and we are paid quarterly in-arrears. Typical investment firms that work like this charge for only investment advice, our fees include advice in all areas of your financial life. We keep our costs of doing business low and we pass those savings to you. We have always been amongst the highest quality advice at the most competitive rates in Denver. We are on the leading edge of technology changes in the industry to simplify the process for you on your way to financial success and freedom.
Enjoy Financial Freedom
Do you feel stressed about managing your investments? Partner with a trusted financial expert to simplify the process. Managing your money isn’t a simple or easy task. There is a vast amount of information you need to be aware of and it can feel frustrating or daunting at times. We are CERTIFIED FINANCIAL PLANNER™ Practitioners and we have already spent years of our lives learning what tools are available to you to achieve your perfect lifestyle or retirement. We will tailor our advice to meet your needs. Many individuals don’t like finance and don’t want to think about it, others want to learn along the way. We are happy to teach you or keep it simple whichever you prefer.
Location
Castle Rock Office:
753 Maleta Ln #101
Castle Rock, CO 80108
753 Maleta Ln #101
Castle Rock, CO 80108
Denver Tech Center Office:
7887 E. Belleview Ave., Suite 1100
Englewood, CO 80111
7887 E. Belleview Ave., Suite 1100
Englewood, CO 80111
Contact Us
Paul Rosell, CFP®
Financial Advisor, Partner
Advanced Investments, Ltd.
Cell: 801-850-2314
Email: Paul@Advancedin.com
Financial Advisor, Partner
Advanced Investments, Ltd.
Cell: 801-850-2314
Email: Paul@Advancedin.com
Advanced Investments is a registered investment advisor based in Colorado, complying with the filing requirements of the jurisdictions where it serves clients. The company operates only in states where it is notice filed or meets exemption or exclusion criteria. The Advanced Investments website provides general information about its advisory services and includes additional investment-related resources, publications, and links. It is not intended as a solicitation for securities transactions or personalized investment advice over the Internet. Direct communications with prospective clients are conducted by representatives who are either registered or exempt from registration in the client’s state. For information about Advanced Investments’ registration status, contact the SEC, FINRA, or state securities regulators where the company is registered. A current disclosure statement detailing business operations, services, and fees is available upon request. Advanced Investments does not ensure the accuracy, timeliness, suitability, completeness, or relevance of information from unaffiliated third parties linked to its website. This information is provided solely for convenience, and users should independently evaluate its reliability. Investment Advisory Services are provided through Advanced Investments, a Registered Investment Adviser.