You can request a hard copy of our ADV forms through our Contact page. You can also download a digital version of the documents in our About page of our website.

This rule of thumb allows investors to answer two questions: How long will it take me to double my money if I earn x% return? And what return must I earn if I want to double my money in x years? An investor that knows he can earn 12% on

MANAGEMENT FEE FOR PORTFOLIO MANAGEMENT SERVICES Whether Portfolio Management Services are performed on a discretionary or non-discretionary basis, Colwyn Investments LC charges the same management fee based on a percentage of assets under management. The percentage of assets charged per year (annum) is listed by assets level: Under $100,000 2

A registered investment advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients, many of whom are affluent. Many independent RIAs work with complex portfolios and address unique needs that require a highly customized level of investment management strategy and consultation. Many independent RIAs are

Fiduciary comes from the Latin fiducia, meaning "trust," a person (or a business like a bank or stock brokerage) who has the power and obligation to act for another (often called the beneficiary) under circumstances which require total trust, good faith and honesty. An individual in whom another has placed