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Colwyn Investments

Tel: 385-251-5604
10923 South Redwood Rd
South Jordan, UT 84095
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. We do not pretend to know what the future will bring, but we promise to be there when it comes. Our goal is to simplify the wealth management and retirement process by creating personalized plans to help our clients achieve their financial goals.

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General Information

Firm Start Year:   2014
No.of Employees:   2-4
Insurance License#:   850093
Name of Custodial Firm:   Charles Schwab Corporation
States Licensed in:   UT
Work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors
Foreign Languages Serviced:   English
Advisory Services Provided:   Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management

Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Annuities, Insurance, Mutual Funds
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Via Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Health, Life

Firm Information

Firm's Number of Clients:   350
Firm's Number of Managed Clients:   350
Assets Managed by Firm:   $50 Million

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $100000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1.5%

Education

B.S. - Finance  - Finance   Utah State University  - Logan, UT
01/2017-04/2020

Financial Services

Financial Planning for Individuals

Your path to financial success will be difficult, but it doesn't have to be unknown. We build customized financial plans that help you stay on course to your goals, no matter the challenges that arise.

Retirement Planning

It is more important than ever to have a sufficient retirement plan in place. We will help you pave the way for financial success now and after your career ends. The right retirement plan will support you and your family as long as you need it to.

Wealth Management

We understand that you have worked hard for your money and want to enjoy the fruits of your labor. We know that each situation is different and strive to provide the services necessary to help you reach your goals. We have no incentive to sell specific products, which allows us to strictly focus on your needs.

Portfolio Management

We believe in the fundamentals of investing such as diversification, asset allocation, and risk management. Our endowment based model is designed to build portfolios tailored to your individual needs and preferences.

401K Rollovers

When you leave an employer, your retirement accounts become stagnant. We will help you rollover those accounts and keep your money active.

Insurance Planning

Financial well-being requires more than one type of asset. Life insurance is a key part of any retirement plan. We will help you find a policy that is sufficient for your needs and goals.


FAQs

Do you have a customer satisfaction or refund policy?

Yes. We strive to educate clients and work together to reach their goals. If the client is unsatisfied with our model, they are welcome to leave at any time upon 30 days written notice and receive a refund on unearned fees that were paid in advance.

Why should I choose you as my financial advisor?

We know that your financial success deserves careful attention and detail. We believe this process should be a team effort and thus requires us to work closely with you. We monitor your assets on a daily basis and will make changes as necessary to help you succeed. We will always be accessible and ready to help you with any financial needs that you may have.

What are your qualifications? What is your education background?

Our qualifications are shown in the biography section of the profile.

How are you compensated? How will I pay for your services?

We are paid a set percentage based on assets that we are managing for you. The annual percentage fee is paid quarterly. Typically, fees are assessed in arrears.

Will you be the only person working with me?

Yes. As a fiduciary and independent advisor, Colwyn believes that personal relationships between advisor and client are key. We will be accessible and ready to assist you with needs and concerns involving your financial success.

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Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


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


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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