Firm History

A boutique money management firm serving clients, charitable foundations and institutions since 1989. With their extensive investment experience the Managing Directors offer unbiased and independent investment management. Coleford is 100% employee owned.

Investing Philosophy

At Coleford, our investment philosophy is to preserve client capital in real terms by controlling risk and realizing growth through investment in securities of superior value. Chosen securities are identified by a disciplined approach based on financial analysis. These securities are combined in segregated portfolios to reflect the personal financial circumstances and risk tolerances of each client.

The Coleford process emphasizes a bottom-up investment approach focusing on corporate and industry analysis.

Client Service & Client Communication

Each Coleford client deals directly with the Managing Director responsible for his or her account. A team approach is used to provide backup with all accounts being reviewed on an ongoing basis by all of the Managing Directors.

Coleford’s Managing Directors work closely with our clients to identify and discuss their long-term investment goals, and to determine appropriate methods of achieving them. We offer assistance with long-term planning projections that can offer security and comfort when planning for large expenditures and retirement.

Due to the business being solely focused on the management of assets from individuals and charities, Coleford is able to provide a level of personalized service well beyond that of larger financial institutions.

On a quarterly basis, detailed account statements along with our quarterly investment commentary are sent to all the clients. Additional reporting is available if requested by the client.

Our managing directors are accessible to our clients at any time for meetings or telephone updates. Regular meetings with our clients are setup to review performance and update investment objectives.