Advice. Collaboration. Results.

  • A boutique investment advisory firm founded on 60 years of financial industry leadership and risk management prowess.
  • We leverage our time-tested insight of the global financial markets to identify and originate compelling investment opportunities for a select group of clients.
  • The combined expertise of our clients and investment professionals creates a dynamic network like no other.
  • Colter Lewis Investment Partners LLC is registered with the Securities and Exchange Commission as an investment adviser. To read our Form CRS Customer Relationship Summary on the SEC website, please click here.
  • Read more About Us and Our Approach