COLBERT INVESTMENT MANAGEMENT CO

Overview

Colbert Investment Management Co. is a corporation focused on discretionary portfolio management for both individuals and institutions. The firm has a long-standing advisory role, providing portfolio management for individuals and small businesses as well as for businesses or institutional clients. Its investment approach leans toward liquid, publicly traded instruments—particularly exchange-traded equities and ETFs—while maintaining a stated preference for fixed-income exposure within client portfolios. Fee billing is on a percentage-of-AUM basis. The firm is not positioned as an ESG-focused manager and does not operate as a multistate adviser. Founded in 1997 and owned by an individual, Colbert Investment Management Co. runs a concentrated, custody-centralized model that supports active management across traditional and alternative asset types.

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Investments & Alternatives

Location & Offices