WHY INVEST WITH COLD CREEK
It's Your Retirement Money. Invest It Your Way.
Aligned Goals
As an employee owned investment manager our success is dependent on the success of our clients. Our focus is on investment results and superior client service.
Small & Mid Cap Focus
The Small & Mid Cap market segments generally have greater return potential than overall market and fundamental research adds greater value.
Expertise
Our Team has over 50 years of combine experience constructing investment portfolios. We have the knowledge and temperament to steer through all market and economic cycles.
Process
Cold Creek employs fundamental research based investment process which provides consistency in portfolios across all economic environments
Labor
Client Service As a investment management firm Cold Creek’s portfolio managers are always available to discuss the markets, Small & Mid Cap investment strategies and the applications to your financial requirements.