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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlys? Claim Your ProfileMarlys Raycraft is an investment advisor representative with Matter Family Office in Denver, CO. Marlys has been in the industry since 2013 and holds a Series 65 license. Marlys specializes in advising high-net-worth individuals, charitable organizations, and pooled investment vehicles. In addition to her investment advisory services, Marlys also provides financial planning, educational seminars, and selection of other advisors. Marlys previously worked at Ascent Private Capital Management and Guaranty Bank and Trust.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Create & administer llc's to pool client funds to invest in separately managed investment vehicles.
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.
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CO
02/06/2023 - Present
Matter Family Office (Denver CO)
IA
Issued 02/04/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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