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Broader Perspective Yields Greater Results

About us

Our firm provides personalized asset management and advisory strategies to high net worth individuals, businesses, and institutions in the US and internationally. We offer a full spectrum of investment solutions designed to grow and protect your wealth.

“Excellence is the compass that sets the stage for transforming vision into reality. Financial success, in its truest form, emerges as a byproduct of the relentless pursuit of value.”

Jean Carlos Coletta
Founder & CEO, Coletta Asset Management

Why partner with us

We are

Data-Driven

We leverage advanced analytics combined with market insights to craft strategies based on your goals and risk tolerance.

Independent

We operate without the constraints typically found in larger firms, exercising the freedom to select from a broader range of products and services for a diverse set of clients.

Collaborative

We strive for a shared purpose with you, working side by side to build a trusted partnership that navigates financial complexities and fosters lasting prosperity.

Fee-Only

Our guidance is unbiased and focused solely on your needs, free from the influence of commission-driven sales or unnecessary product offerings.

Investment Philosophy

Our Investment Philosophy is grounded in three core principles:

Perspective

We employ a long-term, integrated framework that combines a broad market view with a focus on sustainable growth. This enables us to effectively navigate market cycles and make informed investment decisions based on comprehensive insights and strategic foresight.

Balance

We spread investments across multiple asset classes, sectors, and geographies, strategically optimizing the trade-off between risk and return to achieve a stable and resilient portfolio.

Adaptability

We maintain flexibility in our strategies to respond to evolving market conditions and client needs, ensuring our approach remains effective and aligned with your goals.

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Advisory services offered through Germana Capital LLC, a Registered Investment Adviser.

Check the background of this investment professional on the SEC’s I.A. Public Disclosure.

Jean Carlos Coletta

Founder & CEO, Coletta Asset Management

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Industry Start

2006

Academic Background

  • Bachelor of Science in International Business, Oral Roberts University (United States)
  • Master in Advanced Finance, IE Business School (Spain)

Jean Carlos provides personalized investment management and financial planning to high-net-worth individuals, businesses, and institutions. His career spans experience with firms in the US, UK, and Spain, where he developed expertise in creating tailored financial strategies for affluent clients.

Jean Carlos believes in a client-first approach, where the goal is not just to grow wealth, but to create a lasting impact. At Coletta Asset Management, he leads a mission to support clients in building and protecting their wealth for generations to come.