One of the architects of our current investment process, Seth has served our clients for over a decade in various leadership roles within our investment management division. In addition to playing an active role in management, Seth helps direct our research process, oversees a select group of portfolios, and is the portfolio manager of the Colony Mid Cap Growth Strategy.
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Online Tax Organizer
The Colony Group’s professionals offer exceptional expertise on a range of topics, from investment, retirement, and estate planning to employee benefits and sophisticated tax issues. Our insights and in-depth experience enable us to identify thoughtful, innovative strategies that address each client’s specific needs. We combine decades of collective financial experience and wisdom with an outstanding level of personal service and dedication.
A Value-added Approach
We understand that each client is unique and each financial situation calls for a comprehensive—yet specific—set of services. Instead of expecting a client to coordinate these different services, we surround the client with a carefully selected team of Colony Group professionals with designations including Attorney, Chartered Financial Analyst, Chartered Market Technician, Certified Financial Planner, and Certified Public Accountant.
The members of this team have access to every Colony Group resource, and they communicate extensively with each other and the client. They can integrate investment, wealth management, and other financial services to create a global solution that leverages our expertise and knowledge in every area of financial management. Through this team approach, we develop a personalized solution for each client, based on an in-depth understanding of individual circumstances.
