Insights

Strong Market Niche Robert W. Colby Asset Management specializes in actively managed, risk-conscious investment strategies tailored for individual investors seeking to outperform the S&P 500 while minimizing risk, highlighting an opportunity to offer advanced portfolio management tools or risk assessment services.

Client-Centric Approach With a focus on low fees and no minimum investment requirements, the firm appeals to a broad audience, including retail clients and those with smaller portfolios, making scalable financial technology solutions or onboarding platforms attractive sales prospects.

Innovative Risk Management The company leverages proprietary Bear Market Protection Systems and Relative Strength Strategies, indicating potential for partnerships in fintech innovation, analytics, or AI-driven risk management software to enhance their active management capabilities.

Technology Infrastructure Utilizing tools like Google Cloud and Facebook, Robert W. Colby Asset Management shows an openness to leveraging cloud and digital marketing solutions, opening doors for sales opportunities in cloud services, cybersecurity, and digital engagement platforms.

Growth Potential With revenue documented between one to ten million dollars and a small team, there’s potential to scale operations by providing advanced CRM, client onboarding, or automated compliance solutions tailored for boutique asset management firms.

Robert W. Colby Asset Management, Inc. Tech Stack

Robert W. Colby Asset Management, Inc. uses 8 technology products and services including Calendly, Google Cloud, Polyfill, and more. Explore Robert W. Colby Asset Management, Inc.'s tech stack below.

  • Calendly
    Appointment Scheduling
  • Google Cloud
    Infrastructure As A Service
  • Polyfill
    Javascript Libraries
  • Envoy
    Load Balancers
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • Apache Traffic Server
    Web Servers
  • Facebook
    Widgets

Media & News

Robert W. Colby Asset Management, Inc.'s Email Address Formats

Robert W. Colby Asset Management, Inc. uses at least 1 format(s):
Robert W. Colby Asset Management, Inc. Email FormatsExamplePercentage
Last@colbyassetmanagement.comDoe@colbyassetmanagement.com
38%
LastFi@colbyassetmanagement.comDoeJo@colbyassetmanagement.com
12%
Last@colbyassetmanagement.comDoe@colbyassetmanagement.com
38%
LastFi@colbyassetmanagement.comDoeJo@colbyassetmanagement.com
12%

Frequently Asked Questions

Where is Robert W. Colby Asset Management, Inc.'s headquarters located?

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Robert W. Colby Asset Management, Inc.'s main headquarters is located at 40 Wall Street 28th Floor New York, New York 10005 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Robert W. Colby Asset Management, Inc.'s phone number?

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You can contact Robert W. Colby Asset Management, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Robert W. Colby Asset Management, Inc.'s official website and social media links?

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Robert W. Colby Asset Management, Inc.'s official website is colbyassetmanagement.com and has social profiles on LinkedIn.

What is Robert W. Colby Asset Management, Inc.'s SIC code NAICS code?

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Robert W. Colby Asset Management, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Robert W. Colby Asset Management, Inc. have currently?

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As of February 2026, Robert W. Colby Asset Management, Inc. has approximately 4 employees across 2 continents, including North AmericaEurope. Key team members include Ceo And Managing Partner: W. K. A.Chief Investment Officer: R. W. C.Chief Technical Analyst, Evp: S. S.. Explore Robert W. Colby Asset Management, Inc.'s employee directory with LeadIQ.

What industry does Robert W. Colby Asset Management, Inc. belong to?

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Robert W. Colby Asset Management, Inc. operates in the Financial Services industry.

What technology does Robert W. Colby Asset Management, Inc. use?

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Robert W. Colby Asset Management, Inc.'s tech stack includes CalendlyGoogle CloudPolyfillEnvoyHSTSBootstrapApache Traffic ServerFacebook.

What is Robert W. Colby Asset Management, Inc.'s email format?

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Robert W. Colby Asset Management, Inc.'s email format typically follows the pattern of Last@colbyassetmanagement.com. Find more Robert W. Colby Asset Management, Inc. email formats with LeadIQ.

When was Robert W. Colby Asset Management, Inc. founded?

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Robert W. Colby Asset Management, Inc. was founded in 2009.

Robert W. Colby Asset Management, Inc.

Financial ServicesNew York, United States2-10 Employees

Professional portfolio management for everyone! We have low fees and no minimums. Our 50 years of investing and trading experience can benefit your portfolio.

Our mission is to help you make the most of your hard-earned money, and not lose money in extended bear markets. Our only goal is to help our clients prosper.

Robert W. Colby Asset Management, Inc., is a New York Registered Investment Advisory firm. Our primary goal is to outperform the S&P 500 Index over the long-term while taking much less risk. Our actively adaptive strategies allow us to effectively manage market Rewards and Risks for our clients. Our Top Ten Relative Strength System allows us to capitalize on the strongest trends in bullish markets, and our unique Bear Market Protection Systems allow us to keep all of our clients secure and protected when stock prices fall persistently in bearish market trends.

What's different about Robert W. Colby Asset Management, Inc.? We are active managers who continuously weigh the probabilities and carefully manage risks. Over our 44 years of active research and trading, we have developed tested systems designed to get onboard rising trends and to avoid large losses. All our clients benefit from our unique Bear Market Protection Systems, designed to protect your wealth from large losses in risky and falling markets.

We can manage your Traditional or Roth IRA, brokerage account, trust, or old 401k plan.

Section iconCompany Overview

Headquarters
40 Wall Street 28th Floor New York, New York 10005 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Robert W. Colby Asset Management, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Robert W. Colby Asset Management, Inc.'s revenue is estimated to be in the range of $1M$10M

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