Business Details
30 Years
experience
Your Trusted Partner for Financial Planning Solutions
Investment Protection Service is a Denver-based fiduciary advisor dedicated to personalized financial planning and wealth management. With over three decades of industry expertise, we specialize in creating tailored strategies that align with clients' unique financial goals and life aspirations. Our approach emphasizes minimizing downside risk while capturing market growth opportunities, ensuring clients maintain financial confidence through all economic cycles. We provide comprehensive estate planning services in collaboration with legal professionals, offering custom wills and trusts at no additional cost.Our team combines academic rigor with practical experience, including advanced certifications and professorships in finance, to deliver innovative solutions like hedging strategies and structured notes. As a client-first organization, we prioritize transparency, ethical practices, and continuous education through resources like white papers, articles, and video content. Our commitment to excellence has earned us long-term relationships with clients spanning generations, including pensions, endowments, and high-net-worth individuals.
Services
Wealth Management
Estate Planning
Retirement Planning
Risk Management
Investment Strategies
Details
- Year established: 1996
Highlights and features
- We offer 30+ years of proven expertise in risk-managed investment strategies
- Our team includes Certified Investment Management Analysts and finance professors
- We provide complimentary estate planning collaboration with legal professionals
- Our proprietary hedging techniques protect against market downturns
- We operate as fiduciaries with transparent, fee-only compensation structures
What people say
Exceptional risk management
Personalized financial strategies
Transparent communication
Decades of expertise
Comprehensive estate planning
Services
Wealth Management
Our wealth management services combine advanced risk management techniques with customized investment strategies. We help clients preserve and grow assets through diversified portfolios that balance market participation with downside protection. Our approach incorporates proprietary hedging methods and structured products designed to maintain capital integrity during volatile periods while capturing growth opportunities.
Estate Planning
We provide comprehensive estate planning collaboration with legal professionals to create customized wills and trusts. Our services ensure seamless wealth transfer while minimizing tax liabilities. Clients receive ongoing plan reviews and updates to maintain alignment with evolving financial situations and family dynamics, all included at no additional cost.
Retirement Planning
Our retirement planning focuses on creating sustainable income streams through diversified investment approaches. We develop personalized withdrawal strategies that optimize Social Security benefits and tax-efficient distributions. The planning process includes stress-testing portfolios against various market scenarios to ensure long-term financial security during retirement years.
Risk Management
We implement advanced risk management frameworks using options-based hedging strategies and quantitative analysis. Our approach systematically identifies and mitigates potential portfolio vulnerabilities through dynamic adjustments based on market conditions. This includes protecting against sequence-of-returns risk and preserving capital during economic downturns while maintaining upside participation.
Investment Strategies
Our investment strategies combine modern portfolio theory with innovative structured products. We create customized asset allocations based on individual risk tolerance and financial goals. The strategies incorporate both traditional and alternative investments, with ongoing performance monitoring and rebalancing to maintain optimal positioning across market cycles.
People
Dominick Paoloni
CIO and Founder
With over 30 years in finance, Dominick is a Certified Investment Management Analyst and finance professor. He developed proprietary risk management techniques and serves on advisor boards for financial institutions, combining academic expertise with practical experience.
Mallory Bramer
Office Manager
Mallory has served Investment Protection Service for five years, managing operations and compliance. She specializes in client services, ensuring smooth firm operations while maintaining personalized client relationships through exceptional support and communication.
Questions
What makes Investment Protection Service different from other financial advisors?
We combine 30+ years of industry experience with academic expertise as finance professors. Our proprietary hedging techniques and fiduciary approach prioritize client needs over product sales.
Do you work with clients outside the Denver area?
While based in Denver, we serve clients nationwide through virtual consultations and digital portfolio management tools, maintaining personalized service regardless of location.
How are your investment strategies structured?
We create customized portfolios using a combination of traditional investments and structured products, focusing on downside protection while maintaining market upside participation through dynamic risk management.
What estate planning services do you offer?
We collaborate with legal professionals to create custom wills and trusts at no additional cost, including ongoing reviews to ensure alignment with evolving financial situations and family needs.
How do you handle market downturns?
Our risk management framework uses options-based hedging strategies to protect portfolios during downturns. We systematically adjust positions based on market conditions while maintaining long-term growth potential.
Videos
