COLARION

Overview

Colarion is an independent registered investment adviser that runs a fee-for-service practice focused on individuals, families and some institutional clients. The firm emphasizes equity-based management, deploying exchange-traded equities and ETFs as the core of client portfolios while using traditional fixed-income instruments and third-party alternative managers to round out risk and return objectives. Service offerings include financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting support, periodic publications and educational workshops. The adviser is structured as an LLC owned by an individual and charges clients on a percentage-of-assets basis. Investment activity shows a clear tilt toward liquid, tradable equity exposures delivered through separately managed accounts and ETFs, with selective allocations to external private placements, real estate and private credit for diversification and yield.

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Public Holdings

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Location & Offices