Colwyn Investments is the optimal structure for you to leverage your years of effort and expertise. You’ll have all the advantages of running your own practice but with elements like systems, process, logos, websites, forms, templates, and custodial  relationships and licensing structure all established for you. 

At Colwyn Investments, you are not a production number along with hundreds of other advisors. You are a financial professional. You build, manage and maintain your own book. I supply the environment, platform, and structure for you to operate within.

I have a fee-based practice with access through the entire market. As a firm, I leverage an endowment influenced model with a strong alternative investment mix coupled with a composite algorithm active investment structure. Our fee split grid starts at 50% and builds to 90%. I want to see that you are rewarded for the business you bring to the table. I utilize the power and breadth of the Charles Schwab platform and toolset coupled with a custom-built Suite-CRM system. 

If you would like to be considered as a possible team member and are interested in an open, client focused structure with strong flexibility and advisor independence-  then I should talk.

                      Colwyn Investments – Todd Sirrine – Advisor

                      todd@colwyninvestments.com – (801) 839-7086