Colter Lewis is differentiated in the wealth management and family office universe due to our particular backgrounds and experiences. We built Colter Lewis to address the complex investment needs of sophisticated and knowledgeable families. In effect, we built a firm where we would want to be clients ourselves.
Our team’s background is in investment banking and asset management. We are not and have not been brokers, but a team of very experienced financial executives who have managed large financial businesses where we originated the stocks, bonds, loans, and derivatives that asset managers purchased. We have also been responsible for managing risk, including multi-billion underwritings, and have advised boards of directors on their most important strategic objectives. We have been investing, especially in private equity, private credit, real estate, and other alternative asset classes, for decades.
We formed Colter Lewis when we realized that sophisticated investors were not well served by money center brokerage firms and private banks, and needed customized advice from peers who are aligned with them, invest alongside them and are conflict free, every step of the way.