400 S. Colorado Blvd, Suite 210, Glendale, CO 80246

pat@jolliffecapital.com   |   (877) 524-3030

At Jolliffe Capital, Inc., we believe no two investors are alike. In order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.


We offer:

• Investment Advice

• Mutual Funds

• Exchange Traded Funds (ETF)

• Options

• Separately Managed Accounts


As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client's best interest. Therefore we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to maximize your investment returns while minimizing your risk through diversification of your assets.

 

Performance Fact Sheets:

• Appreciation

• Conservative Appreciation

• Conservative Income

• Conservative

• Moderate Appreciation

• Moderate Income

Jolliffe Capital, Inc.
400 S. Colorado Blvd, Suite 210
Glendale, CO 80246
TOLL FREE: (877) 524-3030
PHONE: (303) 469-6273
FAX: (303) 320-1480
E-mail: pat@jolliffecapital.com


View Larger Map