... Basis = Cost Basis – Historical Value of Cumulative Dividends Re-invested
ROI = Current Value/Adjusted Cost Basis
Ethan S. Braid, CFA
President
HighPass Asset Management ...
HighPass Asset Management
999 18th Street, Suite 3000 Denver, CO 80202 (303) 357-4602 ethanbraid@highpassasset.com
999 18th Street, Suite 3000 Denver, CO 80202
(303) 357-4602
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Ethan S. Braid, CFA
HighPass Asset Management is an independent fee-only, investment advisory firm with a fiduciary duty to the high net worth clients it serves. HighPass Asset Management was founded ...
... Our CPA's work hand in hand with our portfolio managers to ensure we're constantly focusing on the right investments and strategies for your specific plan.
Get in Touch
(303) 357-4602
Phone
ethanbraid@highpassasset.c ...