March 2016 | Colwyn Investments

Reporting Statement Changes Starting Soon

In an attempt to keep all of our clients informed. We post the following from IPA, Investment Program Association. Although we are an Investment Advisory Firm and we are not associated with a Broker Dealer, there will be some changes to our client reporting as we do hold many non-traded

Do you manage a company 401K or IRA plan?

We believe there are some choices you need to be aware of that perhaps you hadn’t considered before. Let me ask you a few questions: Are you familiar with the difference between an RIA firm and a traditional investment broker or benefits administrator? Has someone from your 401K or retirement