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1229 Lake Plaza Drive
Suite A
Colorado Springs, CO 80906
Phone: 719-576-4500
Fax: 719-576-2302
Aspen Airport Business
111, Suite Q
Aspen, CO 81611
Phone: 970-925-9560
Fax: 970-925-9582
Contact Us
Map & Directions
Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
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Our PortfoliosHere at Sullivan & Associates we manage four investment disciplines in addition to providing the overall portfolio guidance. They are:
- Large Cap Core Equity – Large capitalization stocks provide the foundation for many of our investment accounts. We look for high quality stocks with a mix of Value stocks and Growth stocks.
- Small Cap Core Equity* - Small capitalization stocks offer the potential for higher returns but also have higher risk. We look for companies that either show significant growth potential or are in profitable niches.
- Convertible Securities - Convertible securities can offer a portion of the returns from equities along with some of the safety of fixed income. Our goal is to provide for higher returns with an acceptable level of risk.
- Socially Responsible Equity - In our Socially Responsible accounts we work with our clients to find the issues they are passionate about and structure a portfolio around those issues. Not only do we avoid firms that have gone against those issues, but we actively look for firms that have a positive impact as well.
*Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor
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