Culver Investment Company, LLC Employee Directory

Financial ServicesColorado, United States2-10 Employees

Culver Investment Company, LLC is a financial services firm founded in 1997 that acts as an investment adviser. It serves retail clients seeking financial planning, advisory, or investment management services, and it frequently works in an institutional capacity for ERISA qualified retirement plans through Culver Retirement Services, Inc. The firm is based in Broomfield, Colorado. 

In discretionary accounts, Culver focuses on U.S. large-cap and mid-cap stocks (covering both value and growth) as well as high-quality domestic corporate bonds and U.S. government securities. When a client's Investment Policy Statement requires exposure outside these areas, the firm will refer to third-party money managers or mutual funds. Because the firm tends to earn a higher management fee from accounts it directly manages rather than hires out, a potential conflict of interest exists related to its account management decisions.

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