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. The foundation of Colwyn Investments is centered on individual relationships. We limit the number of clients we serve in order to maintain the highest level of performance in our delivery of services. We focus on individual relationships, offering honest, relevant, un-biased investment advice with a firm belief that a constant recurrence to the fundamentals of investing will always lead to superior performance.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

Insurance License#

Name of Custodial Firm

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Investment Types

I can meet clients in the following ways

Registered Investment Advisor

Investment Advisor Representative

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Insurance and Annuity Licenses

Firm's Number of Clients

Firm's Number of Managed Clients

Assets Managed by Firm

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

Fee Structure

Compensation Methods

Fee % Based on Assets

Hourly Rate

Additional Details on Charges

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Doctor of Philisophy - Finance, Business Administration, Leadership

Master of Business Administration - Finances and Economics

Bachelors of Science - Business and Finance

Associates Degree - Business Administration

https://colwyninvestments.com/financial-services/wealth-management/

The information found on this website is not intended to be used as the sole basis of any investment, tax, or retirement decisions. Our information provided is prepared for general circulation and has been prepared without regard to any one individuals financial circumstances and objectives of persons who receive or obtain access to it. No one receiving or accessing our materials should make any investment decision without first consulting a competent financial advisor and conducting his or her own research and due diligence, including carefully reviewing any applicable prospectuses, press releases, reports and other public filings of any investment being considered. None of the information presented should be construed as an offer to sell or buy any particular investment or product. As always, use your best judgment when investing. This information should not be construed as investment advice. This material was prepared by Colwyn Investments. Colwyn offers investment advisory services and is an independent, fee-based, Registered Investment Advisor firm providing wealth management services for individuals and small businesses, financial planning services, retirement plan consulting for small businesses as well as financial Advisor services for individuals and businesses. Colwyn Investments is located at 10923 South Redwood Road, South Jordan Utah 84095 and they can be reached at 801-254-0084.