Colter Lewis Investment Partners, LLC

Colter Lewis Investment Partners LLC is a registered investment adviser specializing in providing investment advisory services primarily to ultra-high net worth individuals, families, family offices, and pension plans. The firm was founded in 2018 by Perry Hoffmeister and Jeffrey Weiss. They offer investment management services on both discretionary and non-discretionary bases, constructing diversified portfolios utilizing an active asset allocation approach. Clients have the option to impose restrictions on investing in certain securities. The firm manages approximately $2.32 billion in assets, with $0.49 billion managed on a discretionary basis and $1.83 billion on a non-discretionary basis. Fees for their services range from 0.25% to 1.50% of assets under management, with fixed fees in certain situations. Clients may also incur account opening fees. Colter Lewis may charge performance fees based on agreed-upon metrics. The firm does not provide portfolio management services to wrap fee programs. They do not receive economic benefits from third parties for providing advisory services and do not compensate third parties for client referrals. The firm does not maintain physical custody of client assets and does not vote proxies for full-service clients. Colter Lewis Investment Partners LLC ensures proper valuation of client portfolios and has procedures in place to address trade errors.