Devin J. Garofalo

Colonial River builds a long-term financial strategy that is based on the client's preferences, values, and goals. The firm employs qualitative and quantitative analysis methods in developing investment strategies for its clients. They evaluate and select investments for inclusion in client portfolios only after applying its internal due diligence process.

LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.