A complete list of active advisors currently associated with Robert W. Colby Asset Management, Inc.

Warmer can help you find a great advisor at Robert W. Colby Asset Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Robert W. Colby Asset Management, Inc., 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.