Red Lady Capital
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Red Lady Capital
  • Home
  • Our Services
  • About Us
  • Contact Us

Wealth Management & Family Office Services

Red Lady Capital provides investment management services, customized to the unique financial objectives of each client. These services include, but are not limited to, the following:  


  • Discretionary Portfolio Management - We provide continuous portfolio management and trading execution services for client portfolios. It is often provided in conjunction with financial planning or wealth management services.
  • Goals-Based Financial Planning - Whether you are currently retired, planning for retirement or something else entirely, we will help you determine how to achieve those goals.
  • Estate Planning - We work with your family attorney and preserve Intergenerational Equity, in order to maintain purchasing power of an investment portfolio or overall wealth. Planning for bequests and probate avoidance is also incorporated.
  • Wealth Management & Family Office - In addition to comprehensive financial & estate planning, we provide tax assistance, bill-pay, RMD calculations, and more.

Fees

Investment management fees are generally charged as a percentage of the market value of assets under management, and range from 0.25% to 0.75% annually. We accept accounts with an aggregate household portfolio value of $4,000,000 or more. Occasionally, we may accept accounts below this minimum threshold. 


Initial discussions are free of charge, while we determine if the client’s needs match any of the services provided by the firm. 

Red Lady Capital, LLC is a Colorado Registered Investment Adviser. Content within this website should not be construed as the rendering of investment advice or as a solicitation to effect securities transactions. 

223 Elk Ave. Suite 202A, Crested Butte, CO 81224