Get Started

Please read and review these documents, and call us at 646-652-6879 if you have any questions:

Then complete our risk tolerance questionnaire and request a new account form at info@colbyassetmanagement.com.

Email info@colbyassetmanagement.com or call 646-652-6879 and we will send you a Docusign electronic New Account Form.

We will contact you to determine the best custodian and the most appropriate portfolio based on your needs.