Unclaimed
Kittye Elizabeth Tilford is an investment advisor representative at The Colony Group, LLC, and has been in the industry since February 2009. Kittye is a Certified Financial Planner™ and holds a series 65 registration in Colorado. Kittye has experience working in the Denver and Boston areas, focusing on providing financial planning and portfolio management services to clients. The Colony Group, LLC is a large firm with over $50 billion in assets under management. The firm provides various investment services including portfolio management, financial planning, and insurance solutions. They specialize in serving the needs of individuals, families, businesses, charitable organizations, and trusts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
CO
11/23/2017 - Present
THE Colony Group, LLC (Denver CO)
Active
Inactive
Not sure Kittye Tilford is the right advisor for you? Invested Better is here to help.