Create Certainty in Uncertain Times

We are creating lifetime income solutions for high earners, without all the noise and confusion.

Our Approach

Building wealth, securing peace of mind

The goal – Make decisions in your life without having to consult your bank account and secure the future of your linage.

Whether you’re earning $300 – 400k a year or have a portfolio of $1 million or more and are worried about being able to create income from your savings to maintain your lifestyle, we can help.

Strategy

We don't invest with the tide.

Our strategy is a living, breathing organism that is not centered around one set strategy. By applying a top-down macroeconomic approach, we seek to deliver long-term value to clients through appropriate strategy selection for the times.

We like to think of it as striving to capitalize on market inefficiencies through divergent views of economics and markets.

Alternatives
Equites

About CS

Years of Investment Experience​

Colonial Scrip is an investment management firm with nearly 20 years of combined experience.

Our mission is simple: to deliver superior risk-adjusted performance while maintaining commitment to our principles discipline and excellence.

Our team has the freedom to independently research and develop opportunities and strategies while adhering to our overall risk management, compliance, operational controls, and hedging exposures where appropriate.

Discover how we're helping professionals like you:

Access strategies to create cash flow solutions for your lifestyle.

Capitalize on economic trends in the market most investors are missing

Protection & planning for future higher taxes & dollar deterioration

Why Now

A Generational Opportunity is Approaching...

Windows of opportunity are temporary, but using fundamental skill, rigorous analysis, and boldness forges the path to greatness.

Stay Ahead of the Storm

Join us as we examine recent macroeconomic data and trends, with an eye on the forecast ahead and how to prepare.