management services for individuals, pension accounts, and charitable
endowment funds. We use a personalized approach which is customer-driven
and aimed at achieving short and long term goals. Investment
strategy is performance-focused, tax-smart and agile in terms
of risk management. Terror-shock control and principal preservation
techniques are a must today.
Business plans with a personalized approach,
investment evaluations written, fiduciary advice provided, including
second opinions; capital raised; consultation for the entrepreneur.
Teaching and advisory services for tax and
estate planning, retirement counseling, and investment analysis.
Expert witness experience in stocks and bonds
including economic history, trends, and correlative theory.
A member of your personal and professional
team. We work in tandem with your lawyer, your accountant, and
your personal advisors and coaches.
Colley Asset Management, Inc. would be happy to review
disclosure information and ADV forms with prospective or existing
clients at any time.