Who we are

Discover the human touch behind the growth of your wealth.

Mission

Empowering women to navigate their unique financial landscapes with confidence, peace, and purpose.

 We provide personalized, transparent, and impactful financial advice, fostering meaningful relationships that transform economic well-being into a source of financial empowerment and growth.

Vision

We aim to be the trusted partner for women on their path to financial empowerment.

We envision a world where every woman has the knowledge, resources, and support to make informed financial decisions, enabling them to live enriched lives, contribute to societal well-being, and leave enduring legacies.

Our philosophy

Our practice is driven by a specific investment focus supporting a select set of clients.

It is not our goal to be all things to all people, but in asset management and finance – we hope to be all things to a few people.

We leverage an endowment-influenced model with a robust alternative investment mix leveraging structured notes to create actively managed portfolios designed for our client’s specific goals and objectives.

For us, the fundamental principles of investing – asset allocation, diversification, and risk management- are essential to long-term success. We offer a personalized service and are enthusiastic about spending time to counsel, accompany, and work directly with each person.

Our clients’ principles and values are our core mandates, and we aim to add value to their daily lives by building uplifting and transparent partnerships.

Meet

Your trusted advisors

Todd Sirrine

Hi, I’m Todd Sirrine. I’m a senior advisor at Colwyn Investments,  with 30 years of business and financial services experience, specializing in risk management, investment analysis, and financial planning. 

I worked with Citigroup in their mergers and acquisitions area for most of my early career, with numerous international assignments that gave me a solid understanding of people, opportunities, companies, and cultures. 

I use that experience daily to help others make better decisions about investments and financial planning; I have BS and MBA degrees in Business, Finance, and Information Technology, as well as a FINRA Series 65 securities registration. 

As an independent Fiduciary, I represent the exclusive interests of my clients in meeting their financial goals and objectives using the endowment model that is core to the Colwyn Investments philosophy.

When I’m not working with clients, I enjoy spending time with family, traveling to interesting places, admiring classic cars, and growing giant pumpkins.

Todd Sirrine

Todd Sirrine

 

Hi, I’m Todd Sirrine. I’m a senior advisor at Colwyn Investments,  with 30 years of business and financial services experience, specializing in risk management, investment analysis, and financial planning. 

I worked with Citigroup in their mergers and acquisitions area for most of my early career, with numerous international assignments that gave me a solid understanding of people, opportunities, companies, and cultures. 

I use that experience daily to help others make better decisions about investments and financial planning; I have BS and MBA degrees in Business, Finance, and Information Technology, as well as a FINRA Series 65 securities registration. 

As an independent Fiduciary, I represent the exclusive interests of my clients in meeting their financial goals and objectives using the endowment model that is core to the Colwyn Investments philosophy.

When I’m not working with clients, I enjoy spending time with family, traveling to interesting places, admiring classic cars, and growing giant pumpkins.

Jake Oyler

Jake Oyler

Hello! I’m Jake Oyler, a financial advisor at Colwyn Investments. With an extensive background in finance and client-focused service, I understand that financial well-being affects many factors in our lives. I believe the financial process is personal, and I strive to assist clients by building truthful and transparent relationships.


My experience allows me to help clients take the necessary steps to achieve their financial goals without compromising their lifestyle. As an independent fiduciary, my role is to meet clients where they are and customize their financial plans to help them get to where they want to be, considering their risk preferences, time horizon, and financial goals.


I hold a Bachelor of Science degree in finance and a FINRA Series 66 securities registration. I also have a Utah Life and Health/Accident Insurance License focusing on living benefits life insurance.


Outside of my work as a financial advisor, my family and I enjoy riding ATVs, hiking in the mountains, viewing wildlife, spelunking in caves, and watching and playing sports.

 

Jake Oyler

Jake Oyler

Hello! I’m Jake Oyler, a financial advisor at Colwyn Investments. With an extensive background in finance and client-focused service, I understand that financial well-being affects many factors in our lives. I believe the financial process is personal, and I strive to assist clients by building truthful and transparent relationships.

 

My experience allows me to help clients take the necessary steps to achieve their financial goals without compromising their lifestyle. As an independent fiduciary, my role is to meet clients where they are and customize their financial plans to help them get to where they want to be, considering their risk preferences, time horizon, and financial goals.

 

I hold a Bachelor of Science degree in finance and a FINRA Series 66 securities registration. I also have a Utah Life and Health/Accident Insurance License focusing on living benefits life insurance.

 

Outside of my work as a financial advisor, my family and I enjoy riding ATVs, hiking in the mountains, viewing wildlife, spelunking in caves, and watching and playing sports.

About

We work with one of the world’s largest and most well-known investment banks,

Charles Schwab.

Working with Schwab offers a unique and valuable experience, providing clients access to various financial resources, expert advice, and innovative tools to help manage and grow their wealth. They offer a transparent fee structure, extensive educational materials, and a user-friendly platform, making it easier for clients to make informed financial decisions. With a strong reputation for reliability and a commitment to excellence, Schwab stands out as a trusted partner in the financial industry.

Dive into a world of possibilities. Check our services and start your financial empowerment today!

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comprehensive financial planning
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Cowlyn Investments

As fiduciaries, we provide personalized, transparent, and impactful financial advice, fostering meaningful relationships that transform financial well-being into a source of empowerment and growth.

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Privacy Disclosure
Understand that under no circumstances will Colwyn Investments LC sell, share or otherwise provide your personal information to any non-affiliated third party except as set forth in this policy. To provide superior service our prospects and clients, it is necessary for Colwyn Investments LC to share information with third parties it is currently involved with in a contractual relationship (such as a referring financial institution). This sharing of personal information is carried out on a strictly professional basis. We share the minimum amount of information necessary for that company to offer its product or service. We may also share information with unaffiliated companies that assist us in providing our products and services to our customers; in the normal course of our business (for example, with consumer reporting agencies and government agencies); when legally required or permitted in connection with fraud investigations and litigation; in connection with acquisitions and sales; and at the request or with the permission of a customer.
Through the normal course of servicing your inquiry or account, certain agents and employees may have access to your confidential account information; this may include operations and support personnel, as well as your investment professional, and access to this information is limited and held in the strictest confidence. Information about former customers who do not currently maintain an account relationship with Colwyn Investments LC is not shared with any outside party.
If you would like more information about Colwyn Investments LC’s Privacy Policy, a request should be sent in writing to: Colwyn Investments LC, Attn: Privacy Policy, 10923 S Redwood Road, South Jordan, Utah 84095.