Colchester Investment Counsel LLC

Colchester Investment Counsel LLC, established in 2000 and based in Ridgefield, Connecticut, offers investment management services with a focus on equity, fixed-income, and balanced accounts. The firm provides tailored financial planning services, including retirement planning, social security maximization, and estate planning. Clients must have a minimum account size of $1 million, although this requirement may be waived. Colchester charges an annual fee based on a percentage of assets under management, with fees debited quarterly. The firm uses a third-party platform, Pontera, for managing held-away assets with discretion. Colchester tailors its investment advice to individual client needs and objectives, emphasizing asset allocation. As of December 31, 2024, the firm managed approximately $115.5 million in client assets. Neil S. Kenagy, a CFA charterholder, and Evan N. Kenagy, a CERTIFIED FINANCIAL PLANNER™ Professional, oversee the firm's operations and client accounts. The firm does not engage in wrap-fee programs and does not charge performance-based fees. Clients receive quarterly reports and have the option to review the firm's Code of Ethics. Colchester does not vote proxies on behalf of clients and does not have any disciplinary history. Neil Kenagy supervises all activities at the firm.