Colter Lewis Investment Partners Email Format
Investment ManagementConnecticut, United States11-50 Employees
We are an independent multi-family office providing sophisticated guidance and planning designed to meet the needs of families and individuals of material wealth and complexity. Backed by a senior team with an average of 30+ years of financial industry experience, we deliver curated investment portfolios, institutional-quality risk management, and tax optimization for our clients. We offer differentiated access to private investment opportunities and invest our own capital alongside our clients, ensuring full alignment.