Cherry Creek Investment Advisors, Inc.
Cherry Creek Investment Advisors, Inc. is an independent registered investment adviser headquartered in Englewood, Colorado. Founded over 20 years ago, the firm specializes in comprehensive wealth management and investment advice for individual investors, particularly those planning for or living in retirement. With a small team of approximately 3 employees, the firm also provides 401(k), pension plan management, and other investment services to corporate clients. Cherry Creek emphasizes personalized financial planning to help clients build and preserve wealth.
Investment Strategy
Cherry Creek Investment Advisors, Inc. focuses on helping individuals, especially retirees and pre-retirees, build and preserve wealth through tailored investment strategies. The firm leverages a combination of diversified portfolio management and individualized financial planning, considering factors such as longevity risk, inflation, taxation, and rising healthcare costs. Portfolios often include major equity holdings in large technology and consumer companies. The firm’s philosophy centers on mitigating risks to support clients in achieving long-term financial and lifestyle goals, using a range of investment tools, tax reduction strategies, and professional partnerships.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VRIG | INVESCO ACTIVELY MANAGED EXC | 7.68% | $16.4M | 654,183 | $25.10 | $25.05 | -$1.4M |
M MSFT | MICROSOFT CORP | 6.57% | $14.0M | 28,155 | $274.62 | $497.41 | +$3.3M |
A AMZN | AMAZON COM INC | 6.06% | $12.9M | 58,883 | $157.98 | $219.39 | +$1.8M |
N NVDA | NVIDIA CORPORATION | 5.99% | $12.8M | 80,841 | $23.10 | $157.99 | +$3.9M |
T TDIV | FIRST TR EXCHANGE TRADED FD | 5.74% | $12.3M | 135,883 | $57.09 | $90.17 | +$1.5M |