Sargent Bickham Lagudis Email Format

Investment ManagementColorado, United States11-50 Employees

Sargent Bickham Lagudis is a fee-only investment advisory firm that provides tailored investment management and financial planning services to individuals, families, and institutions. It is based in Boulder, Colorado, with an office in Denver, serving clients across Colorado and the United States. With more than 25 years in business, the firm has helped clients navigate important financial decisions.

In addition to core portfolio management, the firm offers consulting on retirement and estate planning, real estate analysis, and a broad range of other financial matters. Its approach centers on establishing a clearly defined plan, identifying high-quality investments, and reducing risk while paying attention to detail. The company operates within the investment management industry, positioned to serve a diverse client base across a regional and national footprint.

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