Investment Management in Colorado
Disciplined, Fee-Only Portfolio Management for Colorado Investors
Paramount Associates provides fiduciary investment management for Colorado residents who want evidence-based, cost-efficient portfolio strategies aligned with their long-term financial goals. We manage portfolios without conflicts of interest, product commissions, or hidden fees—just transparent, disciplined investment management in your best interest.
- Fiduciary investment management—your interests always first
- Evidence-based, low-cost portfolio construction
- Tax-loss harvesting and tax-efficient investing
- Integrated with your comprehensive financial plan
Accredited, Certified & Community-Recognized Financial Advisors
Our credentials and community involvement reflect our commitment to excellence, education, and giving back to the communities we serve.
Member of the Association of Financial Educators (AFE)
Member of CFA Institute
Member of the Parker Chamber of Commerce
Member of The South Metro Chamber of Commerce
2024 Autism Speaks® Champion
2024 Alzheimer's Association® Grand Champion
Our Memberships & Recognitions
- Member of the Association of Financial Educators (AFE)
- Member of CFA Institute
- Member of the Parker Chamber of Commerce
- Member of The South Metro Chamber of Commerce
- 2024 Autism Speaks® Champion
- 2024 Alzheimer's Association® Grand Champion
How We Manage Colorado Client Portfolios
Our investment management approach is built on six core principles that consistently produce better long-term outcomes for our clients.
Goal-Aligned Portfolios
Every portfolio we build starts with your specific goals, time horizon, and risk tolerance. We don't use generic model portfolios—we build strategies around your unique situation.
Evidence-Based Approach
Our investment strategy is grounded in decades of academic research on asset pricing, factor investing, and long-term market behavior. We follow the evidence, not market predictions.
Cost-Conscious Investing
Investment costs directly reduce returns. We minimize costs by using low-cost index funds and ETFs, avoiding expensive actively managed funds, and minimizing unnecessary trading.
Broad Diversification
We build globally diversified portfolios across asset classes, geographies, and sectors—reducing concentration risk and capturing broad market returns.
Disciplined Rebalancing
We systematically rebalance your portfolio to maintain target allocations, harvesting tax losses where available and ensuring your portfolio stays aligned with your goals.
Tax-Efficient Management
We minimize your tax burden through strategic asset location, tax-loss harvesting, long-term holding periods, and coordination with your broader financial plan.
What We Do—And What We Don't
Understanding what a fiduciary investment manager does—and doesn't do—helps you evaluate whether our approach is right for you.
What Paramount Associates Does:
Who We Manage Investments For
Colorado's Fiduciary Investment Managers
Paramount Associates manages Colorado client portfolios with discipline, evidence, and unwavering commitment to your best interests. No commissions. No conflicts. Just professional investment management you can trust.
Investment Management FAQ
Ready for Professional Investment Management?
Schedule your complimentary consultation with Paramount Associates to discuss your investment portfolio and how our evidence-based approach can help you achieve your long-term financial goals.
Meet Our Experienced Advisory Team
Scott Tremlett
CEO / Chief Investment Officer
CIMA®, CFP®, ChFC®Andrew Klein
Co-Founder
Adonica Ramirez
Financial Advisor / Marketing Director
AAMS®Codi Robirds
Operations Manager
AAMS®