Our clientele
Colgan Capital is dedicated to serving individuals who appreciate the importance of planning and wish to delegate their investment management to experts. Not surprisingly, given Mark Cogan’s background as a widower, our firm also specializes in servicing the unique needs of widows and widowers.
Our client list includes people who are:
- Recently widowed or divorced
- Retiring or preparing to retire
- Changing employment
- Selling a family-owned business
- Facing a significant financial decision
As for account minimums, Colgan Capital normally requires a minimum household deposit of $250,000. This threshold allows us to offer a wide variety of solutions with first-class service and for a very reasonable fee. Our account minimum also enables us to devote more time and energy to each client, and more effectively help you reach your goals.
If you are a friend and or family member of an existing client, Colgan Capital also has a wonderful program that is designed to accommodate accounts with as little as $50,000. We would be happy to discuss your personal situation in further detail.
Find out if Colgan Capital is the right match for you and your financial goals.
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