ROBERT W. COLBY ASSET MANAGEMENT, INC.

Overview

Robert W. Colby Asset Management, Inc. is a small, corporate-structure registered investment adviser owned by an individual and focused on serving individual and family clients. The firm charges fees based on a percentage of assets under management and also reports subscription-fee revenue, consistent with its ADV-listed activity of publishing periodicals or newsletters. Its core advisory activity is portfolio management for individuals and small businesses. The firm is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not act as a pension consultant or capital allocator.

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Location & Offices