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New Downtown Financial Service Practice Doing Business in a New Way
Colorado Springs, CO June 3, 2017 – We are pleased to announce the Grand Opening of a new financial
services practice – Resolute Investment Advisors, LLC (RIA). The managing partners of this new group
are Todd Baker and Brad Harvey, formerly of UBS Financial Services. Both Todd and Brad have been
working in the financial services industry for over 20 years and were determined to open an
independent-minded financial practice here in Colorado Springs. Although neither is a native, they both
“got here as fast as they could.”
Joining Todd and Brad as Founding Advisors are Bill Mercer and Jack York, formerly of UBS and Jim
Young, formerly of Merrill Lynch. With more than 130 years in the industry, RIA guides approximately
750 families nationwide in the areas of investment and financial management.
Resolute Investment Advisors was created to give clients and advisors a place where
client interests always come first. In the industry, this is referred to as the “fiduciary
standard.”
RIA is comprised of highly successful former wirehouse advisors and their support teams who were
looking for an evolved business model that places clients at the center of all that they do.
We have decided to affiliate with HighTower, Charles Schwab Institutional and
Fidelity. HighTower is our broker-dealer and provides business support services, while
Schwab and Fidelity are our primary custodians.
For advisors looking to work alongside ethical, client-focused advisory teams, RIA offers a professional
environment in which they can act as entrepreneurs within the company. There are currently five
separate financial advisory teams within RIA with the ability to collaborate if they so choose.
For more information about Resolute Investment Advisors, our experience and values, please visit our
website at www.resoluteinvestmentadvisors.com.
For media inquiries, please email: [email protected] or call Kerry
Chambers at 719.960.0961.