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Sterling C. Jack, MBA, Ph. D.
Colwyn Investments

Tel: 801-254-0084
10923 South Redwood Road
South Jordan, UT 84095

Performance by a constant recurrence to the fundamentals

Colwyn Investments | Financial Advisor in South Jordan ,UT

About Colwyn Investments

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.


General Information

Firm Start Year:   2014
No.of Employees:   2-4
Insurance License#:   263967
Name of Custodial Firm:   Charles Schwab, TD Ameritrade, Interactive Brokers
States Licensed in:   UT
Number of Years with Current Firm:   11
I work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Financial Planning for Individuals, Education Funding and Planning, Portfolio Management, Money Management, Wealth Management, Insurance Planning, 401K Rollovers, Tax Advice and Services, Estate Planning & Trusts, Financial Planning for Businesses, Risk Management, Retirement Planning, Annuities


Services

Investment Types:   Mortgages & Real Estate, FOREX & Currency, Exchange Traded Funds (ETFs), Annuities, Insurance, Stocks, Commodities, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, At your office, Via Phone, Via Email, Video Conference, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Variable Annuity, Property, Long Term Care, Life, HMO, Health, Disability, Casualty, Annuity, Accident


Firm Information

Firm's Number of Clients:   305
Firm's Number of Managed Clients:   305
Assets Managed by Firm:   35,000,000
Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   150
Advisor's Number of Planning Clients:   150
Assets Managed by Advisor:   $30,000,000.00


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets, Flat Fee, Hourly
Fee % Based on Assets:   1.5%
Hourly Rate:   $150
Additional Details on Charges:   Management Fee is based on Assets under Management. Planning fee is based on Scope of the Plan Insurance service costs vary per product.
Minimum Fee Charged for Managed Accounts:   0
Minimum Fee Charged for Hourly Planning Accounts:   0


Board Positions

Organization:  Friends of Stirs  South Jordam, Utah
Position :  Director and Founder of the Not for Profit
Duration :  01/01/2017-Currently holding


Education

Doctor of Philisophy - Finance, Business Administration, Leadership  Capella University - Minneapolis MN
01/01/2007-01/01/2009

Master of Business Administration - Finances and Economics  University of Phoenix - Phoenix AZ
01/01/2006-01/01/2007

Bachelors of Science - Business and Finance  Brigham Young University - Provo Ut
01/01/1999-12/31/1999

Associates Degree - Business Administration  Ricks College - Rexburg ID
09/01/1995-05/01/1996



Faqs

  • Do you have a customer satisfaction or refund policy? We value the feedback from our clients tremendously.
  • Why should I choose you as my financial advisor? 20 plus years of experience MBA PHD
  • What are your qualifications? What is your education background? Full scope planning with every aspect of retirement covered.
  • How do you charge for your services? Planning and wealth management.
  • How are you compensated? How will I pay for your services? 350
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Disclaimer

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.

Sterling C. Jack

Sterling C. Jack

MBA, Ph. D.

Sterling C. Jack, PhD. is an Investment Advisor / Insurance Producer based out of South Jordan, Utah. He was born and raised in Utah, and has lived there most of his life, although he has traveled extensively throughout the world, particularly England and Israel. He is the second youngest of eight children with five sisters. He attended Bingham High School and then Ricks College in Rexburg, Idaho for one year before moving to the UK for two years of missionary service. Upon returning, he graduated from Brigham Young University, in finance, and obtained a Masters in Business Administration from the University of Phoenix. He completed his Doctoral program from Capella University with research focused on individual savings rates and life satisfaction. In 2014 he started Colwyn Investments, an Investment Advisory Firm, offering fee-based wealth management and retirement services as well as Medicare Insurance products. Sterling and his wife Erin have six children, 2 girls and 4 boys.

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My Services

Financial Planning for Individuals

At Colwyn Investments, we develop thorough, customized financial plans based on our clients unique situations and goals. Our financial plans are multi-dimensional to meet your needs, and to draw on our expertise in areas including: Investments Retirement Risk Management & Insurance Education Estate Planning Employee Benefits Stock Options Major Purchase Business Planning Major Life Events Cash Flow & Budgeting Debt Service


Financial Advice & Consulting

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 provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame.


Retirement Planning

good financial, comprehensive, plan shows where you are today and compares it to where you want to be. It helps you utilize your resources more effectively, identifying potential shortfalls and surpluses, and it helps you develop strategies for reaching your multiple planning goals. Financial planning can serve as a solid foundation as you look to the future, facing, for instance: The effect of inflation on your retirement savings The rising cost of education Market uncertainties Changing tax laws


My Team

Sterling C. Jack, PhD. is an Investment Advisor / Insurance Producer based out of South Jordan, Utah. He was born and raised in Utah, and has lived there most of his life, although he has traveled extensively throughout the world, particularly England and Israel. He is the second youngest of eight children with five sisters. He attended Bingham High School and then Ricks College in Rexburg, Idaho for one year before moving to the UK for two years of missionary service. Upon returning, he graduat ...more

Communities Served

Utah Wyoming The western United States The eastern United States

Compensation Arrangements

Check Money Order
Bank Transfer

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