GHP Investment Advisors, Inc.
GHP Investment Advisors, Inc. is an independent investment advisory and wealth management firm headquartered in Denver, Colorado. The firm was founded in 1995 and provides personalized financial planning and investment management services, focusing on holistic and fiduciary-oriented client relationships. Serving individuals, high-net-worth individuals, and select institutions, GHPIA collaborates with clients’ attorneys, accountants, and other professionals to achieve financial freedom. The firm employs approximately 25 professionals.
Investment Strategy
GHP Investment Advisors, Inc. follows a holistic, client-focused investment strategy rooted in fiduciary responsibility. The firm designs diversified, customized portfolios aligned with each client's goals, collaborating with their tax, legal, and insurance advisors as needed. GHPIA does not accept commissions for selling investment products, ensuring an objective approach to asset allocation and security selection. The strategy integrates financial planning, risk management, and ongoing client communication to optimize long-term financial outcomes.
Top Holdings
Equity Positions (935)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 1.90% | $42.8M | 1,465,966 | $9.76 | $29.21 | +$6.3M |
M MSFT | MICROSOFT CORP | 1.63% | $36.8M | 74,038 | $76.37 | $497.41 | +$9.3M |
A AAPL | APPLE INC | 1.45% | $32.8M | 160,104 | $37.92 | $205.17 | -$3.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 1.30% | $29.3M | 513,518 | $39.82 | $57.01 | +$3.3M |
S SCHF | SCHWAB STRATEGIC TR | 1.22% | $27.6M | 1,250,086 | $16.57 | $22.10 | +$3.3M |