Dreams. Into Actions. Into Results.
At Gill Capital Partners, we want you to understand the Capital Difference. It's about unique product offerings — not the product that every other financial advisor is pushing, but the kinds that turn your dreams into plans into results. It's about better service — forming lasting relationships with clients and doing business the way you want to do business. It's about knowing that when it comes to our success, we are only as good as your word.

As a Gill Capital Partners client you will have a single relationship manager. One person who knows you and understands your goals. Whether you want to talk to your relationship manager every quarter or every day, you are guaranteed the same, single point of contact.

Your relationship manager is supported by a client service manager and if your needs warrant, input from the staff Certified Financial Planner™ (CFP^®) and Certified Public Accountant (CPA).

Gill Capital Partners is a non-traditional, traditional financial services firm with three distinct service areas, each having a primary client base:

• Wealth Management for the individual investor
• Institutional Services for banks and public entities, including Colorado municipalities
• Corporate services for entrepreneurs and established businesses.

Currently, Gill Capital Partners oversees over $600 million in assets.

Gill Capital Partners strives to impact and affect the financial community of Colorado. To that end, we have strategic memberships in several organizations:

• Independent Community Bankers of Colorado
• Colorado Special Districts Association
• Colorado Government Finance Officers Association
• Financial Planning Association
• Denver Metro Chamber of Commerce
• Glendale Chamber of Commerce.

And Gill Capital Partners is aligned with Charles Schwab & Co. and First Southwest Company for safekeeping, trade execution and clearing services.

Firm History
Founded in 1983 by Charles and Ted Gill, Gill Capital Partners has been reinvented through the vision and commitment of current principals James O'Brien and John Winslow.

Formerly known as Gill & Associates, the company got its start in 1983 under the direction and leadership of Charles Gill. Filled with entrepreneurial spirit after more than 25 years working as a broker in the downtown Denver offices of Boettcher and Company, Gill decided to open his own business.

Less than a year later, Gill & Associates entered into an investment advisory relationship with the Independent State Bank of Colorado (ISBC), a banker's bank formed by eighty-five of the state's independent banks. Through ISBC, Gill & Associates managed bank portfolios with combined assets over $500 million — their foray into what's now known as Institutional Services. In May 1991, the company parted ways with ISBC, but today remains active with the Independent Bankers of Colorado. Colorado community banks have grown accustomed to Gill & Associates' unparalleled service.

In 1988, under the leadership of Charles' son, Ted Gill, Gill & Associates formed and became the Investment Advisor/Administrator for CSAFE, a local government investment pool for Colorado government entities. The highly regarded Standard and Poor's fund profile cited CSAFE's "credit quality, market price exposure and management, together with its conservative investment practices and strict external controls", as the basis for issuing its rating of AAAm. Gill & Associates managed this trust for 12 years before the management contract was sold in 2000.

Ted Gill retired in 2004, having sold the firm to James O'Brien and John Winslow of O'Brien Capital Management, a wealth management company. In December 2005, Gill & Associates and O'Brien Capital Management formally merged to become Gill Capital Partners, Inc.