Colter Lewis Investment Partners

Colter Lewis Investment Partners, a distinguished boutique investment advisory firm, is committed to sourcing and curating exceptional investment opportunities for clients. The co-founders of the company, Perry Hoffmeister and Jeff Weiss, come from long careers in investment banking. They have substantial experience helping corporations raise equity and debt capital. This experience has equipped them with a comprehensive understanding of the capital markets and risk management. Utilizing this knowledge, Colter Lewis has become a trusted partner to clients as they navigate the inherent complexities of the investment world. Colter Lewis employs the right strategies and tools to identify, analyze, and mitigate risks for clients.

Colter Lewis adopts a highly analytical approach to providing advice. The firm utilizes institutional-grade risk tools, like Venn by Two Sigma, to analyze and manage risks within client portfolios. This analytical foundation, combined with judgement from decades of experience in the capital markets and a deep appreciation for the distinctiveness of each client's goals, objectives, and risk tolerances, allows it to deliver bespoke and tailored investment strategies to each individual client. Colter Lewis builds strategic portfolios for clients that balance long-term objectives with near term risks, ensuring that portfolios are constructed to meet real-world demands.

Sound portfolio construction also recognizes the importance of being flexible in order to take advantage of opportunities that arise in different markets. For instance, recognizing post-pandemic trends, Colter Lewis focused on commodities, foreseeing rising prices. It also proactively adjusted client assets from public fixed income to private credit, considering the impact of stimulus measures on interest rates.

Colter Lewis’ well-established network enables it to access a wide range of exceptional asset managers with whom it has formed longstanding relationships. The professional backgrounds of clients, many of whom possess significant expertise in financial services, also fosters an environment of collaboration and shared perspectives.

The firm highly values the insights gained from engaging with its experienced and sophisticated clientele, as the collective wisdom enhances its ability to identify and capitalize on market opportunities.

“Unlike other multifamily offices, we have the capability to really analyze opportunities to understand underlying risks and rewards associated with specific investments. This something that our clients appreciate,” says Hoffmeister.

Clients with diverse requirements, from building an alternatives portfolio or optimizing their cash, seek Colter Lewis’ help. For instance, Colter Lewis recently advised a new client who had a large, concentrated stock position and owns a large business. Colter Lewis was able to understand the correlations both within the client’s prior portfolio and between his portfolio and his business. Based on that analysis and by understanding the client's tax position, and long-term capital appreciation objectives, the firm developed a tailored portfolio strategy and multi-step implementation plan to minimize risk and taxes and optimize for income. It took the time to deeply understand the client’s unique needs and craft a customized investment approach. In this instance the portfolio was adjusted with a focus on publc and private fixed income and real estate private equity with a view toward balancing the illiquidity of the portfolio with a tax efficient monetization strategy.

“We take pride in our track record of successful investments. With over 100 private investments recommended in the past four years, we excel in navigating the private asset landscape. Our track record showcases consistent outperformance compared to benchmarks, reflecting our commitment to delivering exceptional results,” says Weiss.

The firm is driven by teamwork, a shared passion for excellence, client collaboration, and innovative strategies. The founders’ experience in managing large institutional businesses, coupled with the network of bespoke investment opportunities, hands-on approach, and the utilization of technology, enable Colter Lewis Investment Partners to provide clients with the differentiated experience they seek.