Driven by Honesty and Integrity
"I like to help people. I get comments all the time about my ability to make complicated topics easy to understand." – Dennis Marshall
The core values of Marshall Investment Management are as follows.
- Our primary focus is you – our client.
- We always do what’s right for you.
- Honesty and integrity drive our business.
Our skilled advisors help you clarify your financial goals – and then direct you toward reaching them. We offer our guidance with a level of integrity and reliability that always keeps your needs at the forefront.
Being a smaller firm, we're able to maintain an ongoing, personalized relationship with each of our clients. Being fully independent, we have no proprietary products to sell or sales quotas to meet. As a result, the advice and recommendations you receive from us are always unbiased.
We believe credibility is established through communication. Hence the advisor-client relationship is paramount to us. We take the time to get to know our clients; and we educate and keep them informed. In fact, roughly a quarter of our long-term clients live outside of Colorado, which speaks to the success of our communication and services.
We are committed to the belief that if we do the right things, then the right results will follow. This means simply – good intent and hard work contribute to future happiness. With us, you will always work with someone you can trust.