Discretionary Wealth Management

Coleford is an independent wealth management firm, providing discretionary investment management services to private clients, charitable foundations, and smaller institutions.

Our services

Our services include both segregated (tailored) account management as well as the Coleford Equity Fund. Both are informed by financial planning. Learn more about our services in general.

The Coleford difference

In investment management, there is no substitute for experience. Coleford’s 20-year track record along with the experience of our team is just one important difference. Learn more.

Questions answered

What is an “investment counselor”? Investment counseling is a fee-for-service business. Fees are charged as a percentage of each client’s account, aligning the interests of both parties. Learn more.

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