OUR MISSION
At Investment Security Group, we are committed to empowering our clients. Our comprehensive advisory services and dedication to building lifelong relationships will help you pursue financial freedom with confidence. You'll be amazed what you can accomplish when you're part of a team, rather than just a spectator.
OUR STORY
Investment Security Group (ISG) was founded in 1992 with the mission of becoming a “client first” boutique firm offering you a one-stop resource of personalized investing and financial planning services.
Almost three decades later, we’ve held true to these ideals. Thanks to our loyal clients, ISG was named one of the region's largest investment managers and financial planners by the Denver Business Journal (February 2021). Our growth is rewarding, yet it could not happen without our unwavering dedication to placing you at the core of everything we’re about: from the family feeling you’ll get from the moment you first walk through our doors, to the thoughtful solutions you’ll receive from our highly experienced team of advisors. In short, we endear ourselves to becoming your lifelong financial partner.
We invite you to join us, and together, we’ll help you make informed financial decisions along every step of your life’s journey.
Amy Leonard
Managing Director, Operations
Gretchen Smith
Senior Client Service Specialist
Seth Flory
Senior Operations Specialist
Maxwell Hunter
Operations Specialist
Investment Security Group
4601 DTC Boulevard, Suite 600
Denver, CO 80237
303-759-9808 PHONE
303-756-9911 FAX
isg@investsg.com
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HTA Client Relationship Summary
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