Email Us or Call 303-771-5002

Praxis offers three services to investors:

  • Discretionary Money Management
  • Investment Counseling
  • Investor Education

Discretionary Money Management

Discretionary money management is the backbone of Praxis’ business, and is based on the analytical principles learned in InvestAcademy. This service is designed for busy individuals who wish to have full-time portfolio management and the benefits of decision-making by seasoned professionals.

Money management services are billed a quarterly fee based on a percentage of portfolio value. Our fee-based structure eliminates compensation-based conflicts of interest and provides an incentive for us to perform well, since our business grows only as client accounts grow. We do not receive commissions of any kind on client transactions.

This approach also provides incentives to work with clients over the long haul, as clients’ continued satisfaction is the key to our compensation.

Stocks and Bonds   Mutual Funds

Investment Counseling

Investment counseling provides the valuable “second opinion” that many investors seek. This service provides an evaluation of a portfolio, and recommendations for changes. Praxis, however, does not take discretion to implement changes, leaving the client free to execute trades how and where they wish.

It can also take the form of providing retirement projections for clients, college funding projections, or other needs that individuals and business owners must address. These non-securities related projects often provide the basic guidelines that clients may then use in the implementation of an investment strategy.

This service is billed at an hourly rate, analogous to fees charged by CPAs or attorneys.

Investor Education (InvestAcademy)

InvestAcademy, our one-day class, teaches a method for selecting mutual funds and equities by examining and quantifying seven crucial fundamental and technical factors in a scorecard format. InvestAcademy is not just another academic or theoretical exercise, but a practical application for security analysis and monitoring.

InvestAcademy tuition is $ 99 for an individual, and $ 49 for each additional student (spouse, friend), which includes the classroom and tutorial sessions and all materials.

InvestAcademy Class Schedule