Baltimore, MD Office

Colman Knight Advisory Group serves individuals (including high‑net‑worth clients), charitable organizations, and corporations with project‑based and comprehensive financial planning, investment management, and consulting. The firm provides both discretionary portfolio management and non‑discretionary services, including guidance on allocations within variable life/annuity products and employer‑sponsored retirement plans, and offers in‑house tax preparation and other non‑investment consulting.

The firm follows a fundamental, global buy‑and‑hold approach augmented by technical and cyclical analysis, creating tailored Investment Policy Statements and conducting at least semi‑annual portfolio reviews. Colman Knight constructs diversified portfolios across equities, fixed income, mutual funds and ETFs, and may use tactical adjustments, leverage, options, short selling, or sub‑advisers where appropriate to client objectives and constraints.

Colman Knight differs from many peer teams in several operational ways: it charges fixed retainers and project fees rather than a percentage‑of‑assets fee and reports both discretionary and a notable amount of non‑discretionary assets. The brochure also discloses atypical features for a firm of its size—a managing member who is a licensed attorney (not actively practicing), an in‑house tax practice, and use of a third‑party manager (55ip) tied to certain fund allocations, which the firm identifies as a potential conflict of interest.