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About Colchester Investment Counsel


Our Primary Purpose

Colchester Investment Counsel LLC is an independent investment management firm founded in 2000. Our entire focus is on offering objective, customized and effective investment solutions, and an unsurpassed level of personal service, to our clients.

Colchester manages investment portfolios for a variety of clients, including individuals and families, trusts, retirement funds, and charitable organizations. Unlike the impersonal connection one frequently finds at large investment or brokerage firms, at Colchester Investment Counsel LLC you experience a close relationship with a professional advisor who has your best interests at heart.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have goals in sight, a sound approach is vital in helping you stay on track to achieve them. For many, understanding every aspect of personal finance can be daunting. From buying a first home, to investing for retirement, to planning for younger generations, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their assets across all stages of life. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with your broader financial objectives.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

As you review our website, if anything prompts a question, please send us an email or call the office. 

A timeless approach that stresses conservatism, discipline, and the ownership of quality securities.

A consistent investment philosophy ideal for investors interested in building wealth over time without taking undue risk.

A fiduciary duty to act solely in the best interests of our clients. Our goals are 100% aligned with yours.

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