Colwyn Investments has a variety of services to choose from; we offer individual wealth management and portfolio creation,  we offer a full range of financial plans and we provide retirement plan consulting.

Wealth Management

We provide access to virtually every type of investment strategy available in the marketplace. That means we can create an investment portfolio tailored to your unique situation, goals, preferences and core beliefs.

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Wealth Management

Our strategies may be executed with:
Index funds
Actively managed funds
Exchange-traded funds
Separately managed accounts of individual securities

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Financial Planning

The path to financial success can include challenges and plenty of twists and turns. Having a plan is the best way to stay on course to reach your destination. We will make sure you have the best plans around!

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Financial Planning

At Colwyn Investments, we develop thorough, customized financial plans based on our clients’ unique situations and goals. Our plans are as multi-dimensional as your needs, and draw on our areas of expertise.

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Retirement Plan Consulting

We provide consulting to employer-sponsored retirement plans such as 401(k) and 403(b) plans, pension and profit sharing plans, cash balance plans, & deferred compensation plans.

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Retirement Plan Consulting

We also offer discretionary management of retirement-plan assets. And we act as a limited-scope fiduciary in assisting plan sponsors with investment decisions.

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Medicare Plan Consulting

Medicare can be complex and confusing. We review every available plan each year and make a detailed comparison. Once we understand your needs, we can help you choose the right plan in minutes free of charge.

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Medicare Plan Consulting

We can review your plan and see how it compares to every other plan on the market in minutes. Then, we look at your situation and recommend the best plan based on the big picture. Because our fee is paid by the medicare providers, we are able to offer our medicare consulting services FREE of charge.

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Our Mission

It is the mission of Colwyn Investments to manage wealth using the fundamental principles of asset-allocation, diversification and risk management.

We focus on individual relationships, offering honest, relevant, un-biased investment advice.

Philosophy

A constant recurrence to the fundamentals of investing will always lead to superior performance.

Promise

Honesty, relevancy, and extremely specific due-diligence.

Helpful Posts from the Economic Commentary Blog.

Get the latest financial news and what it means for you!

1606, 2017

Sit and Watch…

I wanted to share some thoughts about the current markets that align with my sit and watch mentality.

This from FS Investments:
Sitting tight
In a week dominated by geopolitical headlines, corporate credit was unchanged to […]

2001, 2017

Welcome to 2017!

Welcome to 2017!

I hope you are well as we begin this new year!

2016 was a pretty crazy year. We began the year with some significant down turns across all the markets and increased volatility. Oil […]

1609, 2016

Focus is needed…

The Weekly summary…
“Schwab Market Perspective: Round and Round We Go…
By
Liz Ann Sonders
Brad Sorensen
Jeffrey Kleintop
– September 16, 2016
Key Points

After August’s all-time highs followed by a stall, stocks were once again jolted into […]

Let’s talk about reaching your financial goals
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This information should not be construed as investment advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.  If other expert assistance is needed, the reader is advised to engage the services of a competent professional. Please consult your Financial Advisor for further information. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is not a solicitation or a recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment. The Dow Jones Industrial Average is a price-weighted index of 30 actively traded blue-chip stocks. The NASDAQ Composite Index is an unmanaged, market-weighted index of all over-the-counter common stocks traded on the National Association of Securities Dealers Automated Quotation System. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is not possible to invest directly in an index. NYSE Group, Inc. (NYSE:NYX) operates two securities exchanges: the New York Stock Exchange (the “NYSE”) and NYSE Arca (formerly known as the Archipelago Exchange, or ArcaEx®, and the Pacific Exchange). NYSE Group is a leading provider of securities listing, trading and market data products and services. The New York Mercantile Exchange, Inc. (NYMEX) is the world’s largest physical commodity futures exchange and the preeminent trading forum for energy and precious metals, with trading conducted through two divisions – the NYMEX Division, home to the energy, platinum, and palladium markets, and the COMEX Division, on which all other metals trade. Additional risks are associated with international investing, such as currency fluctuations, political and economic instability and differences in accounting standards. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This material was prepared by Colwyn Investments. Colwyn offers investment advisory services and is an independent, fee-based, Registered Investment Advisor firm providing wealth management services for individuals and small businesses, financial planning services, retirement plan consulting for small businesses as well as financial Advisor services for individuals and businesses.  Colwyn Investments is located at 10923 South Redwood Road, South Jordan Utah 84095 and they can be reached at 801-254-0084.