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Sterling J

Series 66

South Jordan, UT

Colwyn Investments LC

Sterling Jack is the sole advisor at Colwyn Investments LC, an independent registered investment adviser. He holds a Series 66 designation and has 19 years of industry experience, including previous roles at CL Wealth Management LLC and Workman Securities Corporation. Outside of advisory work, he serves as a tour guide for Historic LDS Tours and teaches business classes. Colwyn Investments provides discretionary portfolio management and comprehensive financial planning to individuals, businesses, and nonprofit clients. The firm uses a fundamental analysis approach supplemented with technical tools and manages a diverse range of assets, serving over 200 clients with both institutional and alternative investment services.

Active portfolio management Passive / index investing Private / alternative investments Options & derivatives strategies Real estate investing
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