IWM urges investors to think about risk-adjusted returns
The Institute for Wealth Management uses structured products to give clients peace of mind while allowing them to pursue healthy returns. Yakob Peterseil speaks with Matt Medeiros, founder and CEO, about his investment philosophy
Matt Medeiros, founder and chief executive of the Denver-based Institute for Wealth Management (IWM), is on a mission to get investors to think differently about their portfolios. "I had institutions as clients at my previous firm," says Medeiros, who worked as a money manager for seven years before founding IWM, "and we wanted to bring that perspective to the retail investor."
Operating out of a small office surrounded by the Rocky Mountains, Medeiros works with financial advisers around the
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