CoBiz Wealth LLC (extinct)

CoBiz Wealth LLC (extinct)

CoBiz Wealth LLC (extinct)

Overview
Date Founded

2003

Headquarters

1401 Lawrence Street,Suite 1200,Denver, CO 80202-2521

Type of Company

Private

Employees (Worldwide)

21

Industries

Investment Services & Portfolio Management

Company Description

CoBiz Wealth Management employs an intellectually rigorous, disciplined process to create customized, diversified investment portfolios for their clients. The firm builds portfolios one client at time, using an open architecture approach that provides broad opportunity. They combine their internal expertise with the capabilities of external managers with complementary styles and methodologies to implement global, thoroughly-researched investment strategies.Though not limited by sector, CoBiz Wealth management tends to invest in the stocks of large-cap companies in the electronic technology, retail, finance, health technology and technology services sectors. The firm invests primarily in the US, but they consider and invest in global opportunities as well.

Contact Data
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Executives & Employees

Senior Vice President & Senior Portfolio Manager

Wealth Advisor

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