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ProfileA Single Decision Can Change the Course of Your Life
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Seeking growth through opportunistic global investing |
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It’s 2011, do you know where your portfolio is? |
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Absolute returns and active management |
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Portfolio management to meet the goals of your financial plan |
Performance over a complete market cycle:
Measuring performance accurately can be achieved by measuring from market peak to market peak.
We are taking on a limited number of new clients.
Account minimums do apply.
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Areas of Focus
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Map
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Fidelity Investments® provides clearing and custody services to Carpe Diem Investing. Carpe Diem Investing, LLC is a Registered Investment Advisor. Visit www.adviserinfo.sec.gov for registration information. Fidelity Investments® is an independent company, unaffiliated with Carpe Diem. Fidelity Investments® is a service provider to Carpe Diem. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments®, nor is such a relationship created or implied by the information herein. Fidelity Investments® has not been involved with the preparation of the content supplied by Carpe Diem and does not guarantee or assume any responsibility for its content. Fidelity Investments® is a registered service mark of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. 592860.1.0.
Past performance is no indication of future results.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 73,000 consumers) and registered financial services representatives (over 8,500 financial services professionals) to evaluate the approximately 15,500 wealth managers in the Denver area (includes Denver, Douglas, Jefferson, Adams, Arapahoe, and Broomfield counties in the state of Colorado). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Denver area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, 5280 Magazine or ColoradoBiz.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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