Helm Investment Management, LLC

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Welcome to Helm Investment Management | Helm Investment Management Skip to main content Helm Investment Management Main menu Home Newsletters Other Info Team Contact Main menu Home Newsletters Other Info Team Jay McCormick Peter Quinn Vale Blackstock Contact Helm Investment Management, LLC 3017 East 2nd Avenue Denver, CO 80206 303.861.4835 Jay McCormick : x211 jmccormick@helminvest.com Peter Quinn : x201 pquinn@helminvest.com Vale Blackstock, Office Manager : x203 direct: 303.228.5447 You are here Home Welcome to Helm Investment Management Whatever the size or function of any craft on the sea, the helm is the primary steering mechanism from home port to the final destination. Helm Investment Management, LLC concentrates on serving individuals, families, and foundations who can benefit from highly customized investment decisions based on a well-rounded assessment of their financial assets, goals and risk tolerances. In many ways, constraints such as income and estate tax issues make investing for individuals and families more complex than investing for large institutions. Whereas institutions typically arrange for their investment assets to grow tax-free or tax-deferred, individuals and families often face a complex array of taxable and tax deferred accounts, such as 401(k)s, family and/or charitable trusts and college savings plans. Ever-changing estate, trust and income tax laws make matters even more complex for many families. Helm is part of a larger office made up of independ

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