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.
Jake J. Oyler
Jake Oyler is a financial advisor at Colwyn Investments with a focus on professionals in the health and wellness sector. Jake strives to educate and assist clients with their financial investments by building relationships of trust and honesty. Jake designs custom portfolios for each individual based on their risk preferences, time horizon, and financial goals.
Prior to becoming an independent advisor, Jake worked for a large brokerage firm assisting clients with their investment accounts. Jake's desire to build personal relationships and make a real difference with each client's wealth led him to go independent. Jake graduated from Utah State University with a Bachelor's degree in Finance. Jake holds FINRA Series 63, 66, and 7 securities licenses as well as a Utah Life and Health/Accident Insurance License with a focus on living benefits life insurance.
Todd W. Sirrine
Todd W. Sirrine is a Financial Advisor with 30 years of business and financial services experience with expertise in investment management, risk analysis and financial planning. Todd worked with Citigroup in their mergers and acquisitions area for the majority of his career with assignments that have given him a solid understanding of people, opportunities, companies, and cultures.
After becoming an independent advisor, he uses that experience everyday to help others make better decisions about investments and financial planning. Todd works with clients from all walks of life but has a specific interest in the investment management needs of women. Todd holds a Bachelor's degree in Business and HR Management and a Master's degree in Business Administration and Technology as well as a FINRA Series 65 securities registration. Todd provides fee based investment advisory services and is a specialist in portfolio acquisition and business book mergers. Todd represents the exclusive interests of his clients in meeting their financial goals and objectives using the endowment model that is core to the Colwyn Investments philosophy.
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, Individual Investors, Non-Profit Organizations |
| 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, Phone, 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. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://adviserinfo.sec.gov/firm/summary/171858 |
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Additional Detailed Disclosures |
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
| 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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