What departments does Colwyn Investments have?

Colwyn Investments has employees across 1 departments including Consultant.

What is the largest department at Colwyn Investments?

The largest department at Colwyn Investments is Consultant with 1 employees.

Where are Colwyn Investments employees located globally?

Colwyn Investments has employees across 1 continents and 1 countries including United States Of America.

How has Colwyn Investments's team size changed over time?

Colwyn Investments's team has decreased from approximately 8 to 5 employees based on available data.

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Colwyn Investments Employee Directory

Investment ManagementUtah, United States2-10 Employees

Colwyn Investments is an independent investment advisory firm based in South Jordan, Utah. It provides individually tailored portfolios that are actively managed to align with clients’ goals, risk tolerance, and time horizons, with a focus on asset allocation, diversification, and risk management as core principles. The firm follows a strategy dubbed the Endowment Model, which incorporates asset-backed alternatives to balance open-market dynamics, drawing on practices modeled after large endowment funds. Operating as a fee-only registered investment adviser, Colwyn Investments utilizes the Schwab platform to support its client service capabilities. The company serves individual investors and aims to deliver disciplined, long-term investment discipline through a structured, principle-based approach.

Colwyn Investments Global Highlights

North America
6

United States Of America
6

Colwyn Investments's Leadership

M. B.
Investment Advisor
Mobile Phone
Email

Colwyn Investments Employee Metrics

100%

50%

2026

2025

Community & Social Services
Banking
Business
Accounting
Administrative
Other
Analytics

Contact profiles from Colwyn Investments

Name

Title

Contact Info

Location

Last Update

M. B.
Investment Advisor
Mobile Phone
Email
Jun 24, 2026

Frequently Asked Questions

What is Colwyn Investments known for?

Colwyn Investments was founded in 2014 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-801-254-****

. Explore Colwyn Investments's company overview page for more information.

What is Colwyn Investments's most common email format?

Colwyn Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Colwyn Investments email formats with LeadIQ.

How many employees does Colwyn Investments have currently?

Colwyn Investments has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Colwyn Investments's key employees and leadership?

As of July 2026, Colwyn Investments's key employees include:

Investment Advisor: M. B.

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Colwyn Investments Employee Directory

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