Investment Management
CoBiz Wealth Management combines intellectual rigor and a disciplined process to create customized diversified investment
portfolios for our clients. Through our fee-only Registered Investment Advisor, CoBiz Investment Management, we build portfolios
one client at time, using a hybrid open architecture approach that provides broad opportunity.
We combine the expertise of our in-house investment team, responsible for managing our proprietary equity and fixed income portfolios,
with the capabilities of external managers with complementary styles and methodologies to implement
investment solutions that are global in nature and thoroughly researched.
In addition to more traditional wealth management solutions, we also offer specialized services such as transition management,
philanthropic planning, trust and estate administration through our affiliate CoBiz Trust,
and private banking through our affiliate banks, Colorado Business Bank and
Arizona Business Bank. Through our parent company,
CoBiz Financial, we offer access to a complete
suite of banking, insurance and financial services. Click here to read more about our additional services.
We also offer strategic relationships with premier legal and accounting firms with the same commitment to personal service you expect from us.
Investment services are provided by CoBiz Investment Management:
| Not FDIC Insured | May lose value | No bank guarantee |