Robert W. Colby Asset Management, Inc.

The firm serves individual and high‑net‑worth clients and manages approximately $4.63 million on a discretionary basis across a modest client base. Advisory services are provided through a limited, defined offering—Colby limits its advisory services to six actively managed portfolios and four allocations—and include discretionary portfolio management, account reporting, and regular client communications.

The firm’s investment approach relies on proprietary quantitative and technical methods developed in‑house, including a Relative Strength Method and a Systematic Trend Identification System, with a primary emphasis on Exchange Traded Funds and systematic ranking to guide security selection. Portfolios are managed with dynamic allocation shifting to respond to market conditions; some programs are long‑term and lower turnover, while others are algorithmic and higher‑turnover strategies that may use leveraged ETFs, margin, or short positions and have specific account requirements.

Noteworthy features relative to peers include the firm’s publication activity and public performance reporting: the brochure describes weekly market publications (market analysis, timing, and rankings) and indicates that performance for certain programs (e.g., QUANT Leveraged) is posted monthly on the firm’s website and presented net of fees. The combination of a small advisory team, a concentrated menu of algorithmic and leveraged trading programs, and published periodicals/performance disclosures distinguishes the firm from many similarly sized AUM‑fee advisors.