Michael Tracy

Michael Tracy is a seasoned financial professional serving as the Principal and Portfolio Manager at Principium Investments, LLC, an SEC-registered investment advisory firm located in Boulder, Colorado. With over 30 years of experience in the financial services industry, he specializes in asset management and impact investing, focusing on building sustainable wealth for clients and their families.13

Professional Background

• Current Role: Michael has been with Principium Investments since June 2013, where he oversees investment strategies and client portfolios. He also held a prior position as Co-Principal and Portfolio Manager at Vinoy Capital, LLC from March 2008.2
• Expertise: His career encompasses roles as an asset manager, impact angel investor, entrepreneur, and philanthropist, reflecting a commitment to both financial success and social responsibility.13

Education and Credentials

Michael holds the designation of Certified Financial Planner (CFP), which signifies his expertise in financial planning and investment management practices. This certification requires rigorous training and adherence to ethical standards in the financial industry.2

Personal Attributes

Michael is known for his dedication to fostering meaningful relationships with clients, emphasizing personalized service tailored to individual financial goals. His approach integrates a deep understanding of market dynamics with a focus on long-term wealth creation.13

For more detailed information about his professional journey and insights, you can view his LinkedIn profile at michael-tracy-cfp-1209a427 .2