7258 Wealth Management, Inc.
7258 Wealth Management is an independent investment manager built on the principles that markets are efficient and investors are better off using lower cost, more tax-efficient strategies in their portfolios. The firm’s partners have served on investment committees for billion-dollar pensions and endowments, have advised some of America’s wealthiest families, and have published powerful research in leading academic journals. With objectivity, independence, and an innovative approach, 7258 is a powerful advocate for clients and their financial goals.
Eric Holt, William Jennings and Steve Fraser founded 7258 Wealth Management, Inc. The three of them met as members of the United States Air Force Academy Faculty in 1998. Even with their diverse upbringing and varied professional experience, they all shared a love of financial markets. They worked together to design the Investments Courses at the Air Force Academy; the curriculum was built on the principles that markets are efficient and investors are better off using passive strategies in their portfolio. After serving on the faculty, Steve Fraser then went on to earn his Ph. D. from the University of South Florida and Eric entered the practitioner world in the summer of 2000. William and Steve have spent the last seventeen years advising pension plans, teaching and producing research on a variety of financial topics, while Eric spent those seventeen years managing money and working closely with some of the wealthiest families in the country. The three of them have come full circle and have built 7258 Wealth Management on the same foundation they created at the Air Force Academy three decades ago. While the portfolio solutions and strategies have evolved, the principles are the same. Steve Trainer joined 7258 as a Global Markets Analyst in 2016. Steve and Eric were part of the team that opened Bernstein’s Denver Office in 2005. Steve later went on to earn his MBA from the University of Denver and then was an Analyst at Arcstone Partners. Farren Henry was named our Director of Client Relations in 2017. Farren joins us from the J.P. Morgan Private Bank where she was a member of their Investment Team. 7258 Wealth Management, Inc. is a division of SRS Capital Advisors, Inc., a Registered Investment Advisor. The SRS Capital Advisors team is led by Dave Simon and Mike Riordan. Dave started SRS Capital in 2004 and the firm now manages over $500 million.
Address: 730 17th Street, Suite 107 Denver, CO 80202, USA
Phone: +1 303 633 5910
FAX: +1 303 860 8956
