Couleur Investments

Overview

Couleur Investments is a small, independent registered investment adviser operating as a limited liability company and focused on serving individuals and families, including small-business owners. The firm’s advisory offering centers on financial planning and discretionary portfolio management, with a fee structure that includes a percentage of assets under management plus hourly and fixed-fee engagements for planning work. Couleur is equity-oriented by preference and uses exchange-traded equities as its primary building blocks while supplementing portfolios with mutual funds and select third-party alternative managers. The adviser does not position itself as a capital allocator or pension consultant and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices