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Robert W. Colby Asset Management, Inc.

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Client assets under management

$4,625,848

Clients

22

41% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

11

Very Low

Average account size

$210,266

About

The firm provides discretionary portfolio management primarily for individual and high net worth clients, operating multiple actively managed portfolios and allocations across equity, fixed-income and algorithmic strategies. It also produces weekly market publications that include market analysis and stock/ETF rankings.

The firm’s investment approach relies on proprietary quantitative and technical methods, including a Relative Strength ranking system and a Systematic Trend Identification System, with an emphasis on ETF exposure and periodic rebalancing to control risk. Portfolios are managed with a long-term orientation but may employ dynamic allocation shifts to move between growth and defensive positions; certain programs may use margin, leveraged ETFs, shorting, or derivatives where the program permits.

Compared with many peers, the firm runs a notably broad set of specialized, algorithm-driven programs—including volatility/leveraged strategies and a NASDAQ-100 momentum portfolio—that require specific account features such as margin or extended-hours trading. The firm also posts monthly performance updates on its website and issues regular weekly publications, practices that are less common among similarly supported firms.

Client services

Portfolio management Newsletters or periodicals

Expertise

Active portfolio management Options & derivatives strategies Factor investing / smart beta Tax-loss harvesting

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Fee options

Percentage

$0 - $10,000: 0% $10,001 - $500,000: 1.0% $500,001+: 0.75%

Subscriptions

Folio Institutional charges a 0.25% annual fee for unlimited trading during two daily windows, plus $3.95 per trade outside windows.

Other

Fee-only: Management fees range from 0% on first $10,000 to 0.75% on amounts over $500,000 depending on custodian and program.

Main office location

Robert W. Colby Asset Management, Inc.

48 Wall Street, 11 Th Floor

New York NY 10005, United States

Number of offices

1

Most active in

More info

New York · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 646-652-6879

Advisors at this firm

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user avatar

Robert C

Series 65

New York, NY

Robert W. Colby Asset Management, Inc.

Robert Colby is the principal of Robert W. Colby Asset Management, Inc. in New York, NY, with 9 years of industry experience. He holds a Series 65 designation and has been self-employed since 2001. Colby conducts quantitative and technical research, and he is an author of books and articles published on multiple platforms, including his own websites. His firm serves individual and high-net-worth clients with approximately $4.63 million in discretionary assets under management. The firm employs proprietary quantitative and technical methods focused on Exchange Traded Funds and systematic ranking, offering a limited selection of actively managed portfolios and allocations with dynamic allocation strategies.

Active portfolio management Options & derivatives strategies Factor investing / smart beta Tax-loss harvesting
user avatar

William A

Series 65

New York, NY

Robert W. Colby Asset Management, Inc.

William Anderson is a Series 65-licensed financial advisor with Robert W. Colby Asset Management, Inc. in New York, NY. He has 16 years of industry experience and has been with the firm since 2009. Robert W. Colby Asset Management serves individual and high-net-worth clients with a limited offering of six actively managed portfolios and four allocations. The firm uses proprietary quantitative and technical methods, including a Relative Strength Method and a Systematic Trend Identification System, focusing primarily on ETFs and systematic ranking to guide security selection.

Active portfolio management Options & derivatives strategies Factor investing / smart beta Tax-loss harvesting
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