Since its founding in 1986, The Colony Group has provided investment, wealth management, and other advisory services to high net worth individuals, corporate clients, profit-sharing plans, charitable organizations, and other institutions. We are an SEC Registered Investment Advisor, owned and managed by a group of professionals dedicated to providing objective advice and exceptional service to clients.

The Colony Group develops strategies and solutions based on the combined expertise of seasoned professionals with designations including Chartered Financial Analyst, Chartered Market Technician, Certified Financial Planner, Attorney, and Certified Public Accountant. As an action-oriented firm, we are dedicated to helping clients implement these solutions, allowing them to focus their time and energy on their own professional and personal commitments.

We currently have over $1 billion in assets under management, with offices in Boston, MA, Washington, DC, Naples, FL, and West Palm Beach, FL.

Through our services, we offer each client:

• A close and confidential investment relationship

• The benefits of a proven and disciplined investment process

• Objective advice and management services

• Integrated investment and wealth management solutions

• An experienced team of investment, tax, and legal professionals

• An unparalleled level of personal service

Colony Investment Management

Personalized investment strategies, individual equity portfolios, fixed-income portfolios, mutual fund portfolios, access to alternative investments, and more

Colony Wealth Management

Investment planning, asset allocation, retirement planning, tax planning, estate planning, gifting strategies, risk management, and more

Family Office

Strategic, comprehensive wealth management and ancillary offerings for high net worth families

Corporate Programs

Services for companies seeking to offer financial counseling and educational seminars to their executives and other employees