Investment & Tax Strategies, Inc., (ITS) was founded to provide middle to high net worth customers with the caliber of service and expertise lacking in most advisory firms.  With computerization, globalization, regulatory changes, and the advent of hedge funds, the investing game has changed dramatically and will continue to do so.  Too many investors have advisors using outdated models and static portfolios that cannot be quickly altered as needed.  

As an independent firm, we are able to quickly adapt to changes in the market and have the ability to use virtually any investment.   As primarily fee-based advisors, we can quickly alter our client portfolios to change with current conditions without generating commissions. We use both fundamental and technical analysis, and engage both classical and innovative investment strategies.  We like to consider our approach the "perfect blend of statistical analysis and common sense."

For nearly 17 years, our founders have provided our clients with excellence in investment management, as well as financial, tax, and estate planning advice and services  .We specialize in retirement accounts and currently manage nearly $50,000,000 in investor assets. Our clients consist of individuals, trusts, estates, and small companies, primarily located in Denver, Chicago, and Milwaukee.

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Before investing, we are required to provide you with FORM ADV. Click the link to download form ADV in pdf format.

> FORM ADV