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
Investment Strategy Comments- Quarterly excerpt March 30, 2012
Fixed Income As highlighted in recent quarters, global central banks remain committed to providing liquidity in the form of lower interest rates as the post 2008/2009 recovery continues and the… read more
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