Office News

Welcome to our office news page, your resource for relevant updates on our team and the financial industry as a whole. Posts are sorted with the most recent at the top. Looking for something a bit older? Try using our search bar or pagination at the bottom.

First Time Login Information for Black Diamond

If you recently transferred accounts to or opened new accounts at Charles Schwab or National Financial Services for the first time, you will soon receive your invitation to the Black Diamond client portal. Once you have set up your login credentials, you can download...

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COVID-19 Update

As Denver County moves to a level red restriction, we would like to provide an update on our current COVID-19 policies in office. Due to new local COVID guidelines, client meetings will be held through Zoom or over the phone. We are continually monitoring Denver...

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5280 Associates’ Election Approach

The election for President and Congress is today, November 3, 2020. 5280 Associates wanted to communicate our plan for asset management in the coming weeks and months. This is the consensus of the advisors and investment management team at 5280: Ted Kouba, Nate...

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5280 Associates has transitioned to the RIA

After a long few months, mountains of paperwork, and many emails, we have finally made our transition to the RIA! We thank all of our clients for their patience as we navigated our way to the new space. We couldn’t have done it without you! Here are a few things to...

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