IWM urges investors to think about risk-adjusted returns


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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