Denver, Colorado
James Morgan Asset Management is a local financial advisor company
I help clients with wealth management, investment, and other financial services. I provide fee-only financial planning and money management services in Colorado that caters specifically to your financial plans.
Services
What it takes to protect and grow your assets
We believe protecting principal is every bit as important as returns on investment. We also believe it is better to be invested in securities showing strength, or Relative Strength as we say, to a broader index, such as the S&P 500. Relative strength investing can improve on traditional investing strategies. Using our approach, we seek investments which may be showing greater strength than the S&P 500.
James Morgan
Portfolio Manager and Financial Planner
Jim is a Certified Financial Planner™ (http://www.cfp.net), and has more than fifteen years experience in the financial services and investment industry, including employment with Smith Barney, Harris Upham and Merrill Lynch, Pierce Fenner and Smith.
