Why Colarion?

  • 100% client retention since founding (2016)
  • Colarion actively manages portfolios using value added strategies common in “hedge fund” partnerships, however our clients avoid the hassles of partnerships (lockups, K1, high fee drag on performance).
  • Blend of liquid and microcap strategies with a focus on the banking sector.
  • Income portfolios with attractive performance characteristics relative to most bond.
  • Strong performance from Colarion’s bank composite relative to the KRE benchmark.
  • Clients receive personal attention from principal rather than staff.