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My Approach
Colin Ducharme is a Senior Managing Director and Financial Advisor who helps lead The Compass Group of Truist Investment Services, Inc. He offers clients insights drawn from more than two decades of investment management experience and originally joined BB&T Scott & Stringfellow – now Truist Investment Services, Inc. – in 2011. Colin’s career journey includes roles as a founder, portfolio manager, investment analyst, engineer and professional athlete. This diverse background enables him to connect with a wide span of client family and entity types to offer differentiated lenses for unique perspective. As a founder and portfolio manager he seeded, managed, and grew a high-returning equity strategy and created and listed (NYSE) the firm’s first active ETF, ringing the Closing Bell. As an analyst he was part of a team that generated investment recommendations across the size and style spectrum for peer-leading strategies managing >$9 billion in assets. As an engineer he streamlined manufacturing operations on a Fortune 500 defense contractor’s factory floor. Colin is a Certified Financial Planner (CFP®) professional and a Chartered Financial Analyst (CFA) charterholder.
The Clients I Serve
AAPI, Black Americans, Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Disaster Recovery, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Identity Theft or Bankruptcy, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Our Team: With over 100 years of combined financial services expertise the Compass Group of Truist Investment Services, Inc. is a family office practice working together with multigenerational wealth and select entity clients on investment & tax planning, cash flow & financial management, and complex estate & business succession needs. We put clients first by leveraging our specialized team experience, alongside the Truist platform and advisor partners. We deliver the balance of guidance and bespoke solutions successful families deserve. Compass Group culture is defined by three core principles: Clients First, Always - Firmly at the center of everything we do, clients are the North Star that guide our actions in their best interests. Team Service Excellence - Service leadership is our passion. Our team applies an ownership mindset to build trust and surround clients with impactful, differentiated expertise. Grow Lasting Relationships - Whether at the local or national level, we plant deep community roots to grow durable bonds that span the range of stakeholders we serve. Our Process: Listen to Better Understand Each Client's Unique Situation • Review Risk Tolerance and Quantitative/Qualitative Information • Identify Strengths, Weaknesses, and Opportunities • Discuss Potential Goals Tailor a Personalized Plan • Select and Prioritize Goals • Analyze Current Course and Consider Alternatives • Present Recommended Actions and Develop Plan Team Together to Achieve Success • Agree on Plan and Address Implementation Responsibilities • Continuously Monitor Client Progress Along Plan Path • Periodically Meet to Update Goals and Decisions
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.