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Advice. Collaboration. Results.

We are a multi-family office based in Greenwich, CT, advising ultra-high-net-worth families and investing our personal capital alongside them.
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Our Comprehensive Offering

We implement robust investment portfolios and originate compelling investment opportunities for a select group of clients. The expertise of our partners and clients creates a dynamic network with benefits for all.

Why Clients Have Chosen Colter Lewis

There are four primary reasons our clients have chosen to work with our wealth management firm:

A Different Type of Dialogue

Clients view our partners’ experience and judgment as key differentiators. They have come to us from private bank or brokerage relationships, looking for an improved investment experience. They like engaging with registered investment advisors and believe our alignment also differentiates us. Clients love that we invest alongside them.

A Different Type of Dialogue

Access to Investments

Clients value our relationships with outstanding and distinctive asset managers across asset classes, including those with limited capacity. Our network produces a flywheel of exceptional opportunities. Clients typically access alternatives as direct LPs and are not routed through pooled vehicles or “feeder” funds.

Access to Investments

Deep Investment Diligence

Our partners lead diligence and clients appreciate the depth and sophistication that comes with that. They also view our willingness and ability to analyze investments brought to them by others as a key differentiator. This underscores our role as their family office.

Deep Investment Diligence

Comprehensive Portfolio Aggregation and Risk Analytics

We have built a comprehensive aggregation platform so that clients can better understand, organize, and optimize their financial lives. Given the backgrounds of our partners, clients value our institutional-quality risk management.

Comprehensive Portfolio Aggregation and Risk Analytics

Our Partners

Everything we do is driven by insight developed over years of investing experience

Perry Hoffmeister

Co-Founder

Jeff Weiss

Co-Founder, CIO

Michael Alpert

Managing Director

Tim Bock

Managing Director

Laura Farrelly, CFA

Managing Director

Josh Neuman

Managing Director

Kerry Walker

Managing Director

Our Service Providers

Data Providers

Fidelity Investments ("Fidelity") is an independent company unaffiliated with Colter Lewis and the other third parties listed. Fidelity is a service provider to Colter Lewis. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1116985.1.0

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