Colver Asset Management, LLC

Colver Asset Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and ongoing investment advice to individual investors and trusts. The firm reports managing approximately $23.97 million across 16 client accounts and provides account monitoring, trade execution and quarterly performance reporting.

The firm pursues a long-term growth orientation and constructs individualized portfolios that may include equities, mutual funds, ETFs and fixed-income securities, using both fundamental and technical analysis in security selection. It operates with discretionary trading authority, conducts ongoing account reviews, and tailors portfolios to clients’ objectives, risk tolerance, time horizon and tax considerations.

What is distinctive is the firm’s very small client roster relative to its assets under management, which results in a higher average asset per client and concentrated, owner-managed oversight. The firm requires clients to use a designated custodian and discloses receipt of technology, research and other services from that custodian — an arrangement the brochure identifies as a potential conflict of interest — and advisory fees are deducted by the custodian, creating “constructive” custody for the firm.