BOUL­DER, LOVE­LAND FIRMS MERGE

The Denver Post - - BUSINESS - By Shay Cas­tle

In­vest­ment ad­vi­sory firms in Boul­der and Love­land an­nounced their merger Wed­nes­day into a firm that will over­see $1.25 bil­lion of as­sets.

Boul­der in­vest­ment ad­vi­sory group Sar­gent Bick­ham Lagudis has merged with Love­land-based Colorado Fi­nan­cial Man­age­ment. The com­bined com­pany will keep the CFM name and have its head­quar­ters in Boul­der, with of­fices in Love­land and Den­ver.

“Putting th­ese com­pa­nies to­gether gives us a real ad­van­tage,” said Richard Lawrence, pres­i­dent and CEO of Sar­gent Bick­ham Lagudis. “The things they do for their clients are a lit­tle dif­fer­ent than what we do for ours, so now we can do more things more ef­fi­ciently.”

CFM will be one of the largest in­de­pen­dent firms in Boul­der County, in terms of as­sets, clients and em­ploy­ees, said Lawrence, who will serve as pres­i­dent and CEO of the new firm. The com­pany will have 27 em­ploy­ees, about 20 of whom are in Boul­der.

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