Steve Setchfield Email & Phone Number

Steve Setchfield founded Setchfield Asset Management with the goal of assisting his clients in every aspect of their financial lives. He works closely with his clients to help them achieve their goals. Setchfield's independence allows us to offer you an unbiased objective approach to serving your investment needs. At Setchfield Asset Management we provide a comprehensive approach to wealth management. Steve utilizes a disciplined strategy that covers the thirteen wealth management issues that are important for our clients to address.Prior to owning an independent investment advisory service. Steve spent seven years at Shearson Lehman Brothers, and Kemper Securities. In 1996 Setchfield Associates was formed as an independent registered investment advisor.Steve is a Colorado native and enjoys skiing and other outdoor activities. Over the past several years he has been a volunteer Big Brother for Big Brothers/Big Sisters of Colorado and an assistant wresting coach in the Cherry Creek School System. In 2003, Steve was a living kidney donor to his uncle who was suffering from Polycystic Kidney Disease (PKD).

Listed skills include Strategic Financial Planning, Retirement, Portfolio Management, Asset Managment, and 17 others.

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  Investment Advisor

  Setchfield Asset Management

  Aug 1992 - Present - Centennial, Co

  OUR PROCESSPhase I: DiscoveryWe begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.Phase II: StrategyThe primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term… Show more OUR PROCESSPhase I: DiscoveryWe begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.Phase II: StrategyThe primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.Phase III: ImplementationThe primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.Phase IV: Monitoring and AdjustingWe monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments. Show less

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  Metropolitan State College Of Denver

  Finance