My name is Sterling Jack and I am an Investment Advisor with Colwyn Investments. I do fee-based private wealth management, financial planning, and retirement plan consulting.If you are looking for an investment advisor to help manage your money, I would love to have the opportunity to chat with you.I do full-service portfolio management that is fee-based, not commission. I have a custodial relationship with Charles Schwab.I help individuals create a personalized portfolio uniquely fitted to their financial goals and risk tolerance.I work with employers to service 401k / 403b plans. I provide training and educational materials for each employee.I offer a full range of financial planning options as well.I am a purist by methodology, using the traditional fundamentals of portfolio creation as a foundation, while adopting a well diversified endowment-model that fits more properly today's investment world.If you would like to speak to me, you are welcome to call me at 801-254-0084, or email me at sterling@colwyninvestments.com.I would be happy to speak with you.Regards:Sterling C. Jack, MBA, Ph,D.Office: 801-254-0084Mobile: 801-573-8777