J. V. Bruni and Company      

1528 North Tejon Street

Colorado Springs, Colorado   80907

(719) 575-9880   or     (800) 748-3409

Corporate Headquarters
The Adam Smith Building






What We Do   

Our Philosophy   

Why We're Unique   

Our Clientele     

Book Reviews   


Our Goals   

Economics Education   

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J. V. Bruni and Company . . . is an investment management firm registered with the Securities and Exchange Commission.  The firm was founded in Colorado Springs in 1992 and has clients not only in Colorado, but in 35 other states as of December 2016.  We provide personalized money management services for individuals, retirement plans, trusts, corporations and nonprofit organizations.  We work on a fee-only basis and are not compensated by commissions.

In order to pursue the best investment opportunities and to tailor portfolios to each client's specific objectives and requirements, we emphasize diversified portfolios of individual securities--as opposed to mutual funds.  In order to maintain an efficient approach to investing in individual securities, we have established a minimum size for new accounts.  We believe in regular communication with our clients, and we send each client an informative monthly letter containing our analysis of current economic and investment conditions and issues.  In addition, each quarter we provide comprehensive performance reports that detail each account's net investment performance since the inception of our work.  We also provide pertinent tax summary information.




The information on this website is for general informational purposes only and is subject to change.  Our website does not represent a solicitation or offer to buy or sell securities.  Further, it does not represent an offer to provide investment advisory services in states where we have not filed notice or where we do not have an exemption or exclusion from filing notice.  Information throughout this site has been obtained from sources that are believed to be accurate and reliable; however, we cannot guarantee the accuracy of all material, nor can we be responsible for information on linked websites.  We do not offer or render investment advice through this medium, and nothing on this website should be considered investment, financial, tax or legal advice.  Nothing should be interpreted to state or imply that past investment results are necessarily indicative of future performance.

 Copyright  2001-2017  J. V. Bruni and Company.  All rights reserved.