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 is an independent, fee-only, female-owned Registered Investment Adviser in Crested Butte, Colorado. We provide comprehensive wealth management solutions to individuals, families and small businesses. As long-time locals of the Gunnison Valley, we are uniquely qualified to serve the eccentric needs of like-minded Hip-Necks (hippies and rednecks). 


  • Discretionary Portfolio Management - We provide continuous portfolio management and trading execution services for client portfolios. 
  • Holistic Financial Planning - At every stage of life, we help our clients develop purpose and meaning with their assets.
  • Tax Planning & Estate Planning - We work with  CPAs and family attorneys to reduce tax liabilities and preserve Intergenerational Equity, Planning for bequests and probate avoidance are always incorporated.


Fees

Investment management fees are charged as a percentage of the market value of assets under management, and range from 0.75% to 1.0% annually. We accept accounts with an aggregate household portfolio value of $1,000,000 or more. 


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. 

503 6th Street Suite 5, Crested Butte, CO 81224