A complete list of active advisors currently associated with Couleur Investments
Warmer can help you find a great advisor at Couleur Investments or one who fits your needs even better.
Couleur Investments provides investment management and standalone financial planning and consulting to individuals, families, trusts, estates, foundations, charitable organizations and business entities. The firm delivers discretionary portfolio management alongside written financial plans or shorter consultations, and places client assets with Charles Schwab as custodian; it does not impose a firm-wide account minimum. The adviser follows a top‑down investment process that emphasizes high‑quality growth and undervalued securities, using fundamental analysis supported by technical, cyclical and event‑driven analysis and a long‑term holding orientation. Couleur Investments exercises trading discretion for client accounts, reviews portfolios daily when markets are open, and explicitly considers clients’ personal and social values in security selection. Notable features for a small registered adviser include multi‑state registration (California, Illinois, Iowa and Tennessee), the availability of standalone planning engagements billed hourly or as a flat fee, and an operational practice of authorizing direct fee debits from custodian accounts with client authorization. The brochure discloses no disciplinary history and describes a written Code of Ethics and personal‑trading controls intended to mitigate conflicts related to adviser trading.
To learn more about the advisors currently working at Couleur Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilmette, IL
| 5
|
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