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Nicholas C
CFA®
San Antonio, TX
Lime Rock Investment Management Company, Inc.
Nicholas Colonna is a CFA charterholder and the sole advisor at Lime Rock Investment Management Company, Inc. He has three years of industry experience, including roles at Victory Capital and USAA Investment Management Company. His background is focused on trading and quantitative risk management, with expertise in fixed-income instruments and structured products. Lime Rock Investment Management provides discretionary investment management primarily to individuals and limited liability companies, overseeing approximately $9.0 million across about 25 client accounts. The firm emphasizes strategic asset allocation through mutual funds, ETFs, domestic equities, and fixed income, with portfolios reviewed quarterly and tailored to client objectives.
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