Benefits of Portfolio Management & Fees

The benefits we offer clients are:

  • Conservative, low-risk investment approach which results in a strong record of capital preservation
  • Focus on absolute returns which has provided performance in good and challenging markets
  • Depth of investment management experience with more than 100 years of combined know-how
  • Dedicated personal service from one our Portfolio Managers ensuring clients receive regular reporting and personal service

Because we are independent and employee owned and operated, we are personally invested in the success of our clients.

We help you come up with a plan and then stick to it.

Our approach to investing relies strongly on interaction among members of our investment team. Each portfolio manager brings unique experience and knowledge to the choosing of Coleford portfolio holdings.


We are paid on a fee-for-service basis. This means, we earn more when your portfolio grows and less if it doesn’t. It’s that simple. There are no hidden fees or commissions; our fee schedules are transparent and are based on the value of your portfolio.

We believe that linking our compensation directly to client’s success is one reason Coleford has prospered for more than 20 years – and is the portfolio manager of choice for many generations of the same families.