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Couloir Wealth Advisors
Couloir Wealth Advisors provides customized financial planning and investment management services exclusively for veterinarians. The firm helps clients secure...
Couloir Wealth Advisors
Couloir Wealth Advisors provides customized financial planning and investment management services exclusively for veterinarians. The firm helps clients secure their financial future while they focus on animal care. Services include debt management, comprehensive financial planning, investment management, values-based investing, small business retirement plans, and retirement planning.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Principals
Janice Fier
Founder, CFP®, AIF®
Janice Fier
Founder of Couloir Wealth Advisors, Inc.
Sector focus
Frequently asked questions
Is Couloir Wealth Advisors a fiduciary?
As a state-registered investment adviser, Couloir Wealth Advisors is bound by a fiduciary duty to act in the best interests of its clients. This requires the firm to disclose material conflicts and to provide advice that the firm reasonably believes is suitable based on a client's financial circumstances, risk tolerance, and investment objectives. The firm's regulatory disclosures confirm its fiduciary status.
How does Couloir Wealth Advisors select investments?
The firm combines a top-down macroeconomic view with bottom-up fundamental analysis for security selection. Equity portfolios emphasize large-cap domestic stocks screened for valuation and earnings quality. Fixed-income allocations are built around investment-grade corporates, municipal bonds, and Treasuries in laddered maturity structures. The firm also conducts due diligence on third-party managers when allocating to strategies outside its core competency.
Does the firm have any disciplinary history or regulatory disclosures?
The firm's Form ADV is publicly available through the SEC's Investment Adviser Public Disclosure website. As of the firm's most recent public filings, there are no reported material disciplinary events or regulatory actions against the firm or its advisory affiliates.
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