Our Advisors
Todd Sirrine & Jake Oyler

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personalized financial plans
Are you looking to invest with purpose and take control of your financial future?
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As your partners in financial planning and asset management, we’re here to guide you every step of the way.

 

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personalized financial plans
personalized financial plans
personalized financial plans
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.