Essential Investment Partners, LLC is an independent, fee only investment advisory and wealth management firm managing more than $80 million (12/31/11) of assets for individuals, families, foundations and other institutions.
Investment Services
EIP provides a broad range of institutional quality investment services
- For wealth management clients, these services are customized to fit the unique needs of each client and are combined with personal financial advice
- Two main disciplines are available as separate accounts:
- Essential Growth Portfolio℠
- Essential Absolute Return Portfolio℠
- All research on stocks, mutual funds, closed end funds, hedge funds and ETFs is conducted internally
Approach to Investing
Our investment approach can be summed up with one word: consistency. Whether we are researching stocks, mutual funds, closed end funds, hedge funds or ETFs, our investment process focuses on investments that are likely to deliver consistent and reliable results. We look for opportunities that may be either overlooked or under-researched and that may provide solid returns for clients over time.
We developed our two main disciplines using this philosophy and they serve as principal building blocks for wealth management client portfolios. We believe that the consistent growth companies that comprise the Essential Growth Portfolio℠ allow us to invest our clients’ assets in equities in a prudent, risk-controlled fashion. On the fixed income side, the unique strategies employed in the Essential Absolute Return Portfolio provide our clients the opportunity to achieve attractive returns while taking less interest rate risk than a typical bond portfolio.
About the Company
Essential Investment Partners, LLC is a “fee only” registered investment advisory firm, meaning we charge fees to clients based on the total value of assets we manage for them. Essential Investment Partners, LLC is registered as an investment adviser with the United States Securities and Exchange Commission.
Our offices are located at: 8101 East Prentice Avenue, Suite 1060, Greenwood Village CO 80111. Map
Our telephone number is 303.333.8498 and our fax number is 303.333.1588.
Essential Investment Partners, LLC will transact investment advisory business in states only to the extent the firm has made or is exempt from the requisite notice filings. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. Please obtain and read the Form ADV for Essential Investment Partners, LLC for more complete information regarding the firm and its services. You may use the form below to request Form ADV or read it here.
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