Kozak & Tripp Private Asset Management, Inc.

Kozak & Tripp Private Asset Management, Inc. is a Registered Investment Adviser based in Highlands Ranch, Colorado, established in September 2018 by owners Christopher Kozak and Trevor Tripp. The firm specializes in helping clients build, manage, and preserve their wealth to achieve financial goals. They offer discretionary and non-discretionary investment management services, primarily allocating assets among equities, ETFs, mutual funds, cash, and debt securities based on client objectives. Clients receive ongoing investment review and management services, with the ability to provide investment discretion and leave standing instructions. The firm may also offer financial planning services for separate fees, ranging from $1,000 to $10,000, focusing on various financial goals and strategies. Kozak & Tripp does not charge performance-based fees, has no minimum initial account value, and charges advisory fees up to 1.50% of assets under management. The firm does not engage in wrap fee programs and emphasizes a client-centric approach to investment strategies and risk management. Clients receive regular account statements from the custodian and are encouraged to review them for accuracy. The firm does not vote proxies on behalf of clients and does not have custody of client assets. Kozak & Tripp does not pay referral fees, and clients have the option to vote proxies or designate a third party for voting. The firm's financial information indicates financial stability and no bankruptcy history.