Why Clients Have Chosen Colter Lewis
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
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
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
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
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