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Lime Rock Investment Management Company, Inc. (LRIMCO) is a corporation based in San Antonio, Texas. LRIMCO is registered as an investment adviser firm in the state of Texas. The corporation was founded in 2023 and is operated by Nicholas Colonna, CFA.
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LRIMCO provides investment management services. It offers many strategies based on individuals’ stated investment objectives (risk and return) and constraints (time horizon, taxes, liquidity, legal, and other). Investment decisions (typically in traditional asset classes such as mutual funds, ETFs, domestic equities and fixed income securities) based on each client’s Investment Policy Statement (IPS).
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The investment management process encompasses the creation of an Investment Policy Statement. The statement is updated annually for each client. LRIMCO will typically manage the client’s portfolio through strategic asset allocation on a discretionary basis based on the IPS and ongoing client interactions. Clients have the ability of imposing restrictions on particular investments based on the client/investment adviser agreements.
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LRIMCO crafts personalized active portfolios from the ground up, driven by thoughtful individual security selection to meet clients' risks and objectives. Clients save money by working directly with an investment professional and bypassing the unnecessary fees from middlemen and sales advisors. LRIMCO does not believe in a one size fits all approach or handing off financial objectives to AI, roboadvisers, or algorithms. If you're looking for someone who is dedicated to your success and committed to building a strategy tailored specifically to your goals, contact LRIMCO today.
OUR TEAM
Nicholas Colonna, CFA
E-mail: nicholas.colonna@lrimco.com
Nicholas Colonna, CFA started his career in New York City and moved to San Antonio, Texas where he currently lives with his wife and four children. He enjoys spending time with his family, hunting, golfing, skiing and watching sports in his spare time.
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Nicholas is an experienced financial professional currently offering financial management services. He was an analytical fixed income trader and risk professional with over 15 years of progressive experience in trading, risk management, and stress testing. He has proven ability to manage project teams, develop new frameworks, and utilize quantitative skills to enhance company value and controls.
Areas of Nicholas’s expertise include:
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Fixed income trading
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MBS, ABS, CMBS, & CLOs
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Bond and CDS valuation
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CCAR, DFAST, Basel III
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Capital analysis
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Product control & forecasting
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Risk appetite
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Education: BBA, Finance, Pace University, 2011, summa cum laude
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Nicholas has earned the right to use the Chartered Financial Analyst (CFA) designation. The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. There are currently more than 138,000 CFA charterholders working in 134 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
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