Advice. Collaboration. Results.
Our Comprehensive Offering
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Portfolio Management
We construct portfolios that optimize returns for risk, while considering liquidity needs, entity structure, and tax implications.
Curated Investments
We provide access to compelling investment opportunities across various asset classes, all backed by rigorous partner-led diligence and complete alignment.
Family Office Services
Beyond investments, we offer a comprehensive family office approach. This includes state-of-the-art asset aggregation, robust financial planning, optimal estate and entity structuring, efficient liquidity management, strategic lending solutions, and personalized tax strategies.
Why Clients Have Chosen Colter Lewis
A Different Type of Dialogue
Clients view our partners’ experience and judgment as key differentiators. They have come to us from private bank or brokerage relationships, looking for an improved investment experience. They like engaging with registered investment advisors and believe our alignment also differentiates us. Clients love that we invest alongside them.
A Different Type of Dialogue
Access to Investments
Clients value our relationships with outstanding and distinctive asset managers across asset classes, including those with limited capacity. Our network produces a flywheel of exceptional opportunities. Clients typically access alternatives as direct LPs and are not routed through pooled vehicles or “feeder” funds.
Access to Investments
Deep Investment Diligence
Our partners lead diligence and clients appreciate the depth and sophistication that comes with that. They also view our willingness and ability to analyze investments brought to them by others as a key differentiator. This underscores our role as their family office.
Deep Investment Diligence
Comprehensive Portfolio Aggregation and Risk Analytics
We have built a comprehensive aggregation platform so that clients can better understand, organize, and optimize their financial lives. Given the backgrounds of our partners, clients value our institutional-quality risk management.
Comprehensive Portfolio Aggregation and Risk Analytics
Our Partners
Everything we do is driven by insight developed over years of investing experience
Perry Hoffmeister
Co-Founder
Jeff Weiss
Co-Founder, CIO
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Michael Alpert
Managing Director
Tim Bock
Managing Director
Laura Farrelly, CFA
Managing Director
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Josh Neuman
Managing Director
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Kerry Walker
Managing Director
Our Service Providers
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Data Providers
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Fidelity Investments ("Fidelity") is an independent company unaffiliated with Colter Lewis and the other third parties listed. Fidelity is a service provider to Colter Lewis. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1116985.1.0
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