Fort Myers, FL Office

Colomb Investment Management Company, LLC provides personalized, fee-based investment management, financial planning, and non‑discretionary retirement plan consulting to individuals, retirement plans, trusts, estates and small businesses. The firm reports managing approximately $4.65 million on a discretionary basis and providing oversight for roughly $213.8 million managed by contracted third‑party managers.

The firm implements long‑term, strategic portfolios grounded in Modern Portfolio Theory, the Efficient Market Hypothesis, and factor models, and commonly delegates investment implementation to third‑party managers in co‑advisory arrangements. Client relationships are tailored through an initial assessment, and CIMCO may accept discretionary authority subject to written client limits and periodic review.

Distinctive features include maintaining multiple offices (eight) while serving a relatively small direct client base and modest directly managed AUM, and a business model that emphasizes co‑advisory and oversight of substantially more third‑party‑managed assets than it directly manages. The founder is licensed to offer insurance products through the firm and receives customary commissions for those sales (also noted that some associated persons sell insurance through unaffiliated entities), and the firm’s stated client types and $100,000 account minimum do not emphasize high‑net‑worth individuals.