A Colorado-based independent registered investment advisory firm
working with clients nationwide to protect and grow their wealth.
DEEP EXPERIENCE & THOUGHTFUL APPROACH
Our team specializes in sophisticated, customized estate planning and portfolio management for closely held business owners and other high net worth individuals.
Our Customized Approach
IDENTIFY GOALS
Johnston & Associates, Inc. offers sophisticated wealth management solutions. Whether we’re evaluating an individual investment, understanding a client’s goals, or strategizing about a specific estate plan, we will thoroughly understand each situation.
EXECUTE
Our customized portfolio management meets the objectives of each client individually. We don’t subscribe to a one-size-fits-all model portfolio. Each client’s unique goals and objectives are balanced within the context of the overall long-term investment climate.
MONITOR
Our approach does not end with a single plan or prescribed asset allocation. We extend our relationships with our clients beyond the initial recommendations. We maintain and monitor the client’s evolving situation offering updates and adjustments where appropriate and needed.
LET’S PLAN YOUR FUTURE TOGETHER.
Our Services
PORTFOLIO MANAGEMENT
Our focus is identifying each client’s unique ability and desire to accept risk in an investment portfolio. We design customized asset allocations and construct diversified portfolios enabling clients to meet their objectives.
PORTFOLIO CONSULTATION
We offer our clients a portfolio consultation service which is highly customized and uniquely individualized in its approach. This unique service allows clients to work with Johnston & Associates, Inc. on a consultative basis.
ESTATE PLANNING
We have over 35 years of experience developing sophisticated estate plans that strive to minimize both income and estate tax exposure. In addition, the importance of flexible and practical document design is never overlooked.
