Colwyn Investments Employee Directory

Q: What is Colwyn Investments known for?

Colwyn Investments was founded in 2014. Colwyn Investments operates in the Investment Management industry.

Q: How many employees does Colwyn Investments have currently?

Colwyn Investments has approximately 5 employees.

Investment ManagementUtah, United States2-10 Employees

Colwyn Investments is an independent investment advisory firm located in South Jordan, Utah. We provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame. We believe the fundamental principles of investing are key to long-term success. These include asset allocation, diversification, and risk-management.

A fundamental aspect to our approach is something we call, "The Endowment Model".  This proven strategy and approach is modeled after the largest endowment funds in the world.  The strategy utilizes a strong mix of asset backed alternatives that help balance the dynamics of the open market.

We are a fee only RIA that leverages the strength and depth of the Schwab platform to service our clients and provide them with some of the most robust capabilities in the industry.  Come talk with us - we'd be pleased to work with you...

Find Colwyn Investments employees' phone numbers or email addresses

Colwyn Investments Global Highlights

North America
6

United States Of America
6

Asia
1

Bangladesh
1

Colwyn Investments's Leadership

S. W. R.
Chief Operations Officer
Mobile Phone
Email
A. R.
Administrative Assistant
Mobile Phone
Email
S. C. J.
Fee-Based Financial Advisor
Mobile Phone
Email
E. K.
Executive Assistant
Mobile Phone
Email
J. A.
Financial Advisor
Mobile Phone
Email

Contact profiles from Colwyn Investments

Name

Title

Contact Info

Location

Last Update

S. W. R.
Chief Operations Officer
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
A. R.
Administrative Assistant
Mobile Phone
Email
United StatesUtah
Nov 18, 2025
S. C. J.
Fee-Based Financial Advisor
Mobile Phone
Email
United StatesUtah
Oct 24, 2025
E. K.
Executive Assistant
Mobile Phone
Email
United StatesUtah
Oct 20, 2025
J. A.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

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 5 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Colwyn Investments's key employees and leadership?

As of December 2025, Colwyn Investments's key employees include:

Chief Operations Officer: S. W. R.
Administrative Assistant: A. R.
Fee-Based Financial Advisor: S. C. J.
Executive Assistant: E. K.
Financial Advisor: J. A.

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