Colchester Investment Counsel LLC

Overview

Colchester Investment Counsel LLC is an independent, SEC-registered registered investment adviser that provides fee-based portfolio management and financial planning primarily to individuals and families. The firm operates as a limited liability company owned by an individual and uses a percentage-of-assets billing model. Its advisory services focus on discretionary portfolio management for individuals and small businesses, with non-discretionary relationships representing a very small share of assets. Colchester does not characterize itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices