Colter Lewis Investment Partners

Colter Lewis is a boutique investment advisory firm built on 120 years of financial industry leadership and risk management experience. Colter Lewis is differentiated in the wealth management and family office universe due to our particular backgrounds and experiences. We built Colter Lewis to address the complex investment needs of sophisticated and knowledgeable families. In effect, we built a firm where we would want to be clients ourselves. Our teams background is in investment banking and asset management. We are not and have not been brokers, but a team of very experienced financial executives who have managed large financial businesses where we originated the stocks, bonds, loans, and derivatives that asset managers purchased. We have also been responsible for managing risk, including multi-billion underwritings, and have advised boards of directors on their most important strategic objectives. We have been investing, especially in private equity, private credit, real estat...