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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2003
- Office Locations
- 7
Office Locations
About THE Institute
The Institute is a Denver-based wealth management and portfolio solutions firm serving individual investors as well as advisors, corporate and government clients. The team emphasizes risk management and builds proprietary model portfolios (strategic, tactical, hedging, equity and fixed income), including ETF-based retirement-income approaches. For advisors, it can outsource financial plan writing and provide a tech stack for trading, private-asset reporting, RMD tracking, cost-basis/tax reporting and client notifications.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFERY FRANDS JORGENSEN
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
MATTHEW DOUGLAS MEDEIROS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1413962
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRIAN WILLIAM BRITT
Private Wealth Advisor
- CRD
- #1204936
RANDALL CRAIG BUCK
Financial Advisor, Senior Portfolio Manager
- CRD
- #2306244
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,359,851,632 | $810,884 |
| Non-Discretionary | $10,420,434 | $1,488,633 |
| Total | $1,370,272,066 | $813,701 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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