Investment consulting business aims to provide clients with exceptional investment opportunities

DENVER, Nov. 23 /PRNewswire/ -- Seven Two Partners LLC, a newly formed investment consulting firm, recently announced their foray into the wealth management industry. Seven Two Partners LLC's primary focus will be to provide opportunities and solutions that improve returns and reduce risks for client portfolios.

"We believe that every investor has the right to an outstanding investment portfolio," said Nick Rotello, founder of Seven Two Partners LLC. "We provide our clients with detailed research, exhaustive due diligence, and conflict-free recommendations. In addition, we aggressively manage client risk and proactively minimize the negative consequences that risk can bring to their portfolio."

Seven Two Partners LLC was founded by Nicholas Rotello, an investment industry veteran with a background in global investment research and implementation across all asset classes. Prior to launching Seven Two Partners LLC, Nick was the Director of Investment Consulting at Crestone Capital Advisors LLC, a $1 billion wealth management firm located in Boulder, Colorado. Nick's investment industry tenure spans more than 13 years, and includes manager research at Monticello Associates, a $40 billion investment consulting firm based in Denver, Colorado.

"It's exciting to be working with sophisticated families and institutions in this environment," said Rotello. "While the market rally of 2009 feels good, we believe it is a good time to focus on the quality of investment managers and on minimizing unnecessary risks. Even in today's market environment, we are finding great investment opportunities."

About Seven Two Partners LLC

Nicholas Rotello, CFA, founded Seven Two Partners LLC in 2009. Named after "The Rule of 72," an efficient formula used to estimate compounded annual returns, the firm's focus is simple: provide opportunities and solutions that improve returns and reduce risks for client portfolios.

Seven Two Partners LLC maintains zero conflicts of interest, and provides clients with detailed research coupled with honest and informed opinions. The firm only consults on a non-discretionary basis for ultra high net worth family offices, foundations/endowments, and pensions.

For more information, contact:
Lindsay Whitcher
Meridian Strategic Communications
lwhitcher@meridianstrategic.com
303.579.5792

SOURCE Seven Two Partners LLC

Back to top