Colwyn Investments

Colwyn Investments company information, Employees & Contact Information

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
Email
co****@****nts.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
HQ
South Jordan, Utah
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