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Colwyn Investments
10923 South Redwood Road
South Jordan, UT 84095
“Performance by a constant recurrence to the fundamentals”
Advisor Profile
Name:  Sterling C. Jack
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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.

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

Years of Experience in Financial Services:    21
CRD#:    5435519
Firm CRD#:    171858
States Licensed in:    UT
Name of Custodial Firm:    Charles Schwab, TD Ameritrade, Interactive Brokers
Number of Years with Current Firm:    11
Insurance License#:    263967
Work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
States Willing to do Business in:    Utah Wyoming The western United States The eastern United States
Advisory Services Provided:    Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Insurance Planning, Annuities
 

Services

Investment Types:    Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:    Your Office, Email, Phone, Our Office, Your Home, Video Conference
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA, Ph. D.
Securities Licenses:    Series 6, Series 7, Series 65, Series 66
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Casualty, Property, Disability
 

Firm Information

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

Compliance

Criminal Disclosures in Last 5 years:    Have a clean record
Compliance Disclosures in Last 5 years:    Have a clean record
Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
Acknowledged fiduciary:    Yes
 

Compensation and Fees

Hourly Rate:    $150
Fee % Based on Assets:    1.5%
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.
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Minimum Fee Charged for Managed Accounts:    0
Fee Structure:    Fee-Only
Minimum Fee Charged for Hourly Planning Accounts:    0
 
 
 
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