We construct portfolios that optimize returns for risk, while considering liquidity needs, entity structure, and tax implications.
We provide access to compelling investment opportunities across various asset classes, all backed by rigorous partner-led diligence and complete alignment.
Beyond investments, we offer a comprehensive family office approach. This includes state-of-the-art asset aggregation, robust financial planning, optimal estate and entity structuring, efficient liquidity management, strategic lending solutions, and personalized tax strategies.
Clients view our partners’ experience and judgment as key differentiators. They have come to us from private bank or brokerage relationships, looking for an improved investment experience. They like engaging with registered investment advisors and believe our alignment also differentiates us. Clients love that we invest alongside them.
Clients value our relationships with outstanding and distinctive asset managers across asset classes, including those with limited capacity. Our network produces a flywheel of exceptional opportunities. Clients typically access alternatives as direct LPs and are not routed through pooled vehicles or “feeder” funds.
Our partners lead diligence and clients appreciate the depth and sophistication that comes with that. They also view our willingness and ability to analyze investments brought to them by others as a key differentiator. This underscores our role as their family office.
We have built a comprehensive aggregation platform so that clients can better understand, organize, and optimize their financial lives. Given the backgrounds of our partners, clients value our institutional-quality risk management.
Everything we do is driven by insight developed over years of investing experience
Co-Founder
Global Head of Investment and Corporate Bank at BMO, including a $70bn loan portfolio and all underwriting
Head of Asset Management, Europe at Lehman Brothers
Head of European Investment Banking at Lehman Brothers
Co-Founder
Global Head of Capital Markets at Lehman Brothers
Global Head of Financial Institutions at Lehman Brothers and Barclays
Lehman Brothers Management Committee, Investment Bank, and Fixed Income Executive Committees
Managing Director, COO
Head of Investment Business Strategy at Fiduciary Trust
Chief Operating Officer for Blackrock’s America’s Fixed Income Business
Chief Operating Officer and Head of Client Strategy at Barclays – Fixed Income and Equity
Managing Director, CIO
Managing Director
Senior Portfolio Manager Mid-Large Cap Equity at Stralem & Co
Wealth Management Investment Committee at Stralem & Co
Portfolio Manager and Head of Small Company Equity Growth at J&W Seligman & Co
Managing Director
Global Co-Head of Capital Markets at Credit Suisse
Global Co-Head of Private Bank Products at Credit Suisse
Credit Suisse Investment Bank and Private Bank Global Management and Risk Committees
Managing Director
Private Wealth Senior Relationship Manager with The Erdmann Group
Managing Director at Algonquin Advisors LLC
Chartered Financial Analyst (CFA®)
Managing Director
CIO at Ironshore Insurance
CIO at The Straus Group – Single Family Office
Private equity investor – Bear Stearns Merchant Banking / Irving Place Capital
Managing Director
Director of Research at Cheyne Capital
Goldman Sachs Private Wealth Management
Fixed Income and Equity Structured Products at Morgan Stanley
Managing Director
Fidelity Investments ("Fidelity") is an independent company unaffiliated with Colter Lewis and the other third parties listed. Fidelity is a service provider to Colter Lewis. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1116985.1.0
