Colwyn Investments is an independent investment advisory firm located in South Jordan, Utah. We provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame. We believe the fundamental principles of investing are key to long-term success. These include asset allocation, diversification, and risk-management.
A fundamental aspect to our approach is something we call, "The Endowment Model". This proven strategy and approach is modeled after the largest endowment funds in the world. The strategy utilizes a strong mix of asset backed alternatives that help balance the dynamics of the open market.
We are a fee only RIA that leverages the strength and depth of the Schwab platform to service our clients and provide them with some of the most robust capabilities in the industry. Come talk with us - we'd be pleased to work with you...
Company Details
- Employees
- 6
- Founded
- -
- Address
- 10923 S Redwood Rd, South Jordan,utah 84095,united States
- Phone
- +1 801-254-0084
- co****@****nts.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- colwyninvestments.com
- Keywords
- Wealth Management, Financial Planning, Retirement Plan Consulting, 401k rollover, portfolio management, investment management, investment education, alternative investing.
- HQ
- South Jordan, Utah
Colwyn Investments Questions
Colwyn Investments's helpline number is +1 801-254-0084
Colwyn Investments's website is colwyninvestments.com
Colwyn Investments's LinkedIn profile is https://www.linkedin.com/company/colwyn-investments
Colwyn Investments has
6 employees.
View email and phone details for 6
employees at Colwyn Investments.
Colwyn Investments's industry is
Investment Management
Colwyn Investments's top competitors are
North Capital,
Harmonious,
Orbit Partners,
Five Pine Wealth Management,
The D2d Experts,
Moreton Capital Markets, Llc,
Optconnect,
Moontax,
Olympus Wealth Management, Llc,
Wintrust Financial Corporation.
Colwyn Investments's support email address is contact@colwyninvestments.com
Colwyn Investments's categories are Investment Management
Colwyn Investments's founding year is 2014
