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.
Insights: Our latest blog post
Macro Environment Comments December 31, 2011
MACRO ENVIRONMENT Capital markets have a strong distaste for uncertainty and uncertainty was the order of the day in 2011, courtesy of the Euro zone sovereign debt crisis. As a… read more
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