Frequently Asked Questions

Where are you located?

We are located in the Wash Park neighborhood of central Denver on Old South Gaylord Street.

Are all meetings in person?

No, they don’t have to be. We have clients all over the country, so we are accustomed to doing
meetings on Zoom. If you’re local, we love to spend time with you at our beautifully styled, chic,
cozy office or at a location of your choosing.

Are you a fiduciary, and what does that mean?

Yes! We have a legal and ethical duty to always act in the best interest of our clients. This means
that we have a duty of care, loyalty, good faith, and confidentiality with our clients.

What makes LotusGroup Advisors different?

We are a small, boutique firm which means that we make an investment in truly getting to know
YOU – your values, goals, family, biggest influences, and stresses. Our objective is to build a true
partnership with you. We are warm and welcoming, and we give you the attention you deserve.

How do you determine how my money should be invested?

After taking the time to really listen, we use this insight coupled with a comprehensive Strategy
and Risk Assessment, to create your personalized financial plan. Your personalized investment
strategy is thoroughly researched, calculated, and time tested.

What makes your office so unique?

Our office is styled like a chic, cozy mountain house. We love working here and our clients love
spending time here. In addition, under one roof is both LotusGroup Advisors and LotusGroup
Capital, offering private investment opportunities to our clients.

What is LotusGroup Advisors Known For?

We are known for strategies to protect and grow your wealth, freeing you to live a life that excites
you – pursue new experiences, embrace what inspires you, and participate in things that are truly
meaningful. This is how we explain our tagline Make. Life. Count.

What is most important to us?

Taking care of people by making sure they are listened to, understood, and feel valued.