Cole Investment Advisors, Inc.

Cole Investment Advisors serves individual and high‑net‑worth clients as well as trusts, estates and charitable organizations, providing fee‑only investment management, client consultations, and a separate portfolio‑reporting service. The firm reports roughly $4.4 million in discretionary assets across a small number of client accounts and delivers ongoing portfolio oversight once engagements are established.

The firm emphasizes individualized portfolio construction and monitoring, using fundamental analysis and a mix of long‑ and short‑term strategies to build diversified portfolios aligned with each client’s goals and risk tolerance; clients are expected to participate in the planning process and may grant limited discretionary trading authority. Custodial execution and reporting are handled through third‑party custodians (including a major institutional provider), and the firm can produce negotiated, standalone portfolio reports that may include accounts not managed by the adviser.

Distinctive features include an integration with an unaffiliated accounting practice: the firm’s lead advisor maintains an active CPA practice as a partner at a separate accounting firm and at times devotes substantial time to that role, and qualifying clients of that accounting firm may receive complimentary consultation services from the adviser. The small client base and the option to contract standalone reporting for externally held accounts set the firm apart from many peers in this advisor category.