Founded by David N. O'Brien, The Portfolio Guru, LLC is a Colorado-based investment management firm that operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties. As a fiduciary, the company is legally obligated to act in the best interests of its clients. It specializes in creating and managing investment portfolios and offering comprehensive financial planning for individuals, high-net-worth individuals, trusts, and estates.

Founded in

United States