Empowering Clients, Enriching Lives
Who We Are
At Investment Security Group, we are committed to empowering our clients. Our comprehensive advisory services and dedication to building lifelong relationships will help you pursue financial freedom with confidence. You'll be amazed at what you can accomplish when you're part of a team, rather than just a spectator. Our mission is to provide you with a one-stop resource of personalized investing and financial planning services. We're proud to have been serving the Denver community for nearly three decades.
Our Story
Investment Security Group was founded in 1992 with the mission of becoming a "client-first" boutique firm. We've held true to these ideals, and it's thanks to our loyal clients that we've been recognized as one of the region's largest investment managers and financial planners by the Denver Business Journal. Our growth is rewarding, yet it couldn't have happened without our unwavering dedication to placing you at the core of everything we do.
Meet the Team
Our experienced team of advisors and financial planners is dedicated to helping you achieve your financial goals. Meet our leadership team, including Mitch Powers, CEO and Principal; Michael Dibala, Founder and Senior Advisor; Barbara Krause, CFO and Principal; Marc Friedman, CIO and Principal; Cameron Acres, Senior Financial Planner and Principal; Sergio Lovato, Senior Advisor; Amy Leonard, Managing Director, Operations; and Gretchen Smith, Senior Client Service Specialist.
Our Services
At Investment Security Group, we pride ourselves on offering a wide array of financial services, including:
- Portfolio Management
- Financial Planning
- Insurance Consulting
- Retirement Planning
- Education and Family Support
- Estate Planning
- Charitable Giving Planning
- Planning for Incapacity
What We Do
We're committed to being your lifelong financial partner. We understand that every client is unique, with their own set of financial challenges and goals. That's why we offer a customized approach to financial planning, taking into account your individual circumstances and preferences.
We're not just financial advisors; we're partners in your financial journey. We'll work with you to create a personalized plan that aligns with your values, goals, and risk tolerance. From investment management to insurance consulting, we'll help you navigate the complex financial landscape and make informed decisions about your financial future.
Blog
Stay up-to-date on the latest financial news, trends, and insights from our team of experts. From market analysis to economic commentary, our blog is your go-to resource for staying informed about your financial world.
Exceptional Client Experience
The reviewers at Investment Security Group (ISG) share their outstanding experiences with the team, highlighting the exceptional service and expertise they received. The advisors, particularly Barbara Krause, Odette Sahakian, and Mitch Powers, are praised for their professionalism, dedication, and personalized approach to each client's unique circumstances. The reviews highlight the team's ability to understand individual situations, provide tailored advice, and exceed expectations.
Tailored Guidance and Expertise
Reviewers praise the advisors' expertise in navigating complex financial planning, including guidance on retirement goals, investment strategies, and long-term financial planning. The reviewers appreciate the advisors' willingness to listen, understand their concerns, and offer prudent solutions. They also commend the team's attentiveness to their clients' needs, ensuring they provide the necessary information and analysis to make informed decisions.
Consistent Excellence
The reviews showcase the consistency of ISG's exceptional service and expertise. Reviewers highlight the team's dedication to impeccable client service, ongoing support, and timely responses to questions and concerns. They appreciate the team's proactive approach to addressing their needs, including research and preparation, ensuring they are well-equipped to make informed decisions.
