Investment Management
Investment management
Research Driven
Our investment strategies are based on data-driven methods with strategic asset allocation prioritized over individual stock picking or market timing.
Long-Term Mindset
We take a long-term view, focused on time in the market rather than timing the market. We believe consistent, intentional investing is essential to wealth creation.
Customized
Each investment account is customized based on your risk tolerance, goals, time horizon, and cash needs, with values-based and socially responsible portfolios available.
Diversified Portfolios
We build diversified portfolios that seek to drive returns while mitigating risk. Portfolios typically include equities (stocks), fixed income (bonds), ETFs, index and mutual funds across US and international markets.
Cost Efficient
High cost investments eat into investor returns. We target cost efficient investments, without sacrificing return potential, so invested dollars are put toward growth rather than management fees.
Independent Fiduciary
Our independence is our biggest asset. No products for sell, no sales quotas, no commissions, no hidden agendas. Driven Wealth is a fiduciary who puts your interests ahead of our own.
01
Risk Assessment, Goals, and Requirements
Assess your risk tolerance and capacity for market price fluctuations and outline key financial goals. Establish a clear picture of your investable assets, time horizons, cash requirements, and any restrictions. This builds the foundation for your investment strategy.
02
Crafting the Investment Policy Statement
Based on the information we've discussed, we'll craft an Investment Policy Statement (IPS) that houses the investment strategy guidelines. We'll review this together to ensure the IPS and investment strategy are aligned with current goals.
03
Account Set-Up & Implementation
Accounts are opened at Driven Wealth's recommended custodian (i.e. the financial institution that holds your investments), and funds are transferred to those accounts. The investment strategy is implemented by the advisor.
03
Oversight & Management
We manage the accounts on an ongoing basis, executing trades, rebalancing, and tax loss harvesting as appropriate in accordance with the your most recent IPS. We have regular calls and check-ins, and you can reach out to the advisor at any time.
Who is investment management for?
Portfolio optimization
Those who would like to define a portfolio-wide investment strategy based on individual risk tolerances and goals, with an advisor to implement the strategy and manage those assets on your behalf. Proactive updates on your accounts, regular meetings with the advisor, and one less thing to worry about.
Disciplined investment strategy
Those seeking to implement a disciplined investment strategy that takes some of the time and emotion out of investing. This can be helpful for individuals who don't have time to effectively manage their portfolio, would prefer additional oversight on investment decisions, or would like an advisor to consult during market swings.
Full service offering
Ongoing Financial Planning clients who are seeking a full service offering. After finalizing a comprehensive financial plan, the advisor implements the investment strategy and manages your accounts. This ensures continued plan alignment, tax aware investing, and ongoing account oversight as financial situations and priorities change.
Pricing
Account Value
Annual % AUM Fee
$100,000 - $999,999
1.00%
$1,000,000 - $1,999,999
0.85%
$2,000,000 - $2,999,999
0.70%
$3,000,000 - $4,999,999
0.50%
$5,000,000+
0.40%
Want to learn more?
Book a consult
© 2026 Driven Wealth, LLC
Advisory services are offered through Driven Wealth, LLC, an investment adviser registered with the state of Colorado. Advisory services are only offered to clients or prospective clients where Driven Wealth, LLC and its representatives are properly registered or exempt from registration.
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