Wealth    Management
Investment Management

Private Capital Management, a subsidiary of Guaranty Bank and Trust, offers Investment Management and Financial Planning solutions to individuals and institutions looking for a high level of customization and personal service. Let our team of experienced investment professionals design a financial plan and implement an investment strategy to help you achieve your goals.

History

Founded by industry veteran Tom Meade as a way to manage his own money, Private Capital Management has been serving the investment management and financial planning needs of successful individuals and families across the United States for over a decade. Prior to starting Private Capital Management, Tom was the President of Fidelity Brokerage Services, Inc., a division of Fidelity Investments. He also served as President and Chief Operating Officer of Kemper Securities Group Holdings and as Chairman, President, and CEO of Denver-based Boettcher & Co. In 2012, Guaranty Bank and Trust purchased Private Capital Management, and the firm became the Investment Management platform for the Wealth Management Group.

Expertise

In today’s complex world of investment opportunity, even the most knowledgeable investor can find it challenging to develop and maintain a prudent financial plan. We are committed to providing sound and objective advice that will help you achieve your long-term goals for growth and prosperity. Through our comprehensive financial planning process, we can assist you in designing a strategy for retirement. We will help you construct a diversified asset allocation appropriate to your needs and we will use our proprietary quantitative investment research to make investments that will help keep you on track. Our quantitative research process is focused on finding investments that offer the right balance of both risk and return to meet the diversification needs of your portfolio.

Investment Philosophy

Successful investing comes at the intersection where your unique needs are met with the expertise of a team you trust. A team that will deliver the appropriate asset allocation and make sound investment decisions on your behalf. As changes occur in the markets and in your life, we are here to help ensure that they are reflected in your investment portfolio.

Investment Management Solutions

    • Objective, independent, and fee-only advisor
    • Proprietary quantitative investment process
    • Access to institutional investments
    • Assets held in your name with third party custodian

Financial Planning Services

    • Comprehensive financial planning
    • Customized to your unique situation
    • Flexible enough to evaluate multiple scenarios

Commitment

As a local investment management firm, you have our commitment that you will experience truly exceptional service. Let our team of investment experts help protect and responsibly grow the assets that will support you and your family for years to come.

Market Commentary

2nd Quarter 2013
1st Quarter 2013
4th Quarter 2012
3rd Quarter 2012

 
24-Hour Customer Service

Denver 303.293.5500 | Northern Colorado 970.454.4220 | Toll-free 1.877.609.5500