Overview

Colwyn is a client focused firm that builds unique portfolios per client based on their specific goals and objectives. We are an active acquirer that is looking grow significantly in the next 18 months. We utilize a risk matrix'd approach that we call the 'endowment model' which is a long term strategy based on fundamental investment principles. The principal advisors of the firm have many years of experience in financial services and investment management. We love what we do and the people that we serve. We are dedicated to the fee only RIA structure and strongly believe that approach best aligns the needs and interests of the client and the advisor. In acquiring your book of business, we want to honor the value and the relationships that you've built. What you've developed is meaningful both personally and professionally - we respect that and look forward to conversations about how your client base can best be supported and given the exceptional service that they deserve. Everything begins with a conversation. We are anxious to talk with you - whether your book of business is 2 million or 300 million, it has value and should be considered.

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