A Truly Independent Approach to Investing
“Everybody says ‘Fiduciary’ nowadays. But how can they really mean it when they’re only allowed to steer me toward a finite group of investment options? The people at Colton Groome are tireless in finding what’s best for my situation.”
CGF Investment Management Client
(unpaid testimonial, 1/8/20)
Investment Management
A Science and an Art
The ART of Investment Management is serving as equal parts financial strategist and curator of solutions.
At Colton Groome we’ve turned that art into a SCIENCE, allowing us to truly understand your goals and return needs. We then balance your time horizon and risk tolerance with liquidity needs, tax implications and legal constraints.
With a seasoned team and global partners we not only have the resources to manage the financial assets of individuals, multi-generational families, and institutions, we also counsel clients on investments outside of traditional financial assets.
Discover the guidance Colton Groome can offer.
Our Integrated Approach
Our philosophy is that the right financial plan yields the right asset allocation. This makes all the difference in achieving your goals, and we do it through our integrated Investment Policy Statement (/PS) Process.
Constructing Your Customized Portfolio
Guided by your custom Investment Policy Statement, we then apply a practiced, disciplined and repeatable process, designed to align your portfolio with your beliefs, goals, and objectives. At Colton Groome Financial, we believe in a Top-Down/Bottom-Up method.
Top-Down incorporates a focus on the big picture: macroeconomic factors, the economy as a whole, and an overall industry. Bottom-Up brings attention to each specific investment and the fundamentals of the underlying company.
We practice an open-architecture environment to build better client portfolios. “Open” allows us to consider almost any investment in the marketplace, free of potential conflicts that might arise if we were limited to offering the investment products of only one company, bank or insurance carrier. Our internal research and Investment Committee’s team approach are vital components for this disciplined process:
Your Custom Portfolio Recommendations
The Assurance RIA Means for You
Colton Groome Financial is an SEC-Registered Investment Advisor (RIA).
Put simply, this means we have a fiduciary requirement to unconditionally put our client’s best interests ahead of our own, no matter what circumstances arise.
We are also legally bound to disclose any possible conflicts of interest to our clients. We have a mandate to act in an ethical manner in all of our business dealings, which fits perfectly with the standards and ethics we have long embraced.
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*Unless otherwise noted, Valmark Securities, Inc. is not affiliated with any other company referenced in this document.
Investment Management
Discover the guidance Colton Groome can offer. Start with a complimentary no-obligation review. We’re confident you will find value in our insights and opinions.
Company Disclosures
Form CRS (Client Relationship Summary)
Privacy Policy
Form ADV Part 2A
Colton Groome Financial
1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.
Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.
