STAY INFORMED

Whether it’s a client event, a speaking engagement by one of our professionals, or an instance of The Colony Group in the news, we’ll do our best to keep you updated. This is the place to find the latest on new developments at The Colony Group and in the financial community at large.

The Colony Group In The News

The Colony Group Expands West, Merging With Denver-Based Jones Barclay Boston

– Colony Reaches $5.5 Billion in Assets Under Management and Nears 100 Employees with the Addition of a Professional Athlete and Entertainment Practice

The Colony Group today announced that Denver-based Jones Barclay Boston (JBB) has merged with the firm. The Denver location will be Colony’s seventh office, its first in the west. The addition of JBB, led by Ian Barclay and Craig Jones, brings deep and tenured expertise managing the wealth of active and retired professional athletes. Joining Colony is expected to bring enhanced services to JBB’s existing clients while helping to grow the national Sports and Entertainment practice.

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Michael J. Nathanson, CEO of The Colony Group, Wins Invest In Others Catalyst Award

– Financial Advisor Earns National Recognition For National Brain Tumor Society

Michael J. Nathanson, chairman, CEO and president of The Colony Group, won the 2016 Invest in Others Catalyst Award, one of seven awards presented on September 29 at the tenth annual Community Leadership Awards Gala in New York City. Nathanson earned the honor for his charitable work with the National Brain Tumor Society, which received a $20,000 donation from the Invest in Others Charitable Foundation.

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The Colony Group Recognized as a Leading Independent Advisory Firm

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Nineteen Counselors at The Colony Group Recognized as Five Star Wealth Managers™

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Kevin Dolan Named Vice President of The Colony Group

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The Colony Group is certified for fiduciary excellence

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Jennifer Geoghegan Named The Colony Group’s Chief Marketing Officer & Advisor Coach

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The Colony Group Surpasses $5 Billion in Assets Under Management with the Addition of CapGroup Advisors

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Rethinking succession planning by putting clients first

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The Colony Group Attends Barron’s Conference of Top Advisors, Earns Additional Recognitions

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The Colony Group Names Six New Principals

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Some of the Industry's Worst Clichés

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The Colony Group Names Four New Principals

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The Colony Group Named to Inc. 5000 Fastest-Growing Companies

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The Colony Group Announces Colony Women and Wealth Connect, Led By Veteran Financial Counselors Nadine Lee and Elisabeth Talbot

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West End firm merges with Boston company

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Advisers face hurdles in the race to grow

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The Colony Group Expands With Acquisition of Long Wharf Investors’ Business

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The Colony Group’s Vice Chair, Robert Glovsky, Receives Presidential Appointment

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Events

Upcoming and Past Events

Awards & Recognitions

Awards and recognitions granted to The Colony Group and its professionals

Ranked 

nationally among top 100 independent investment advisors by Barron’s
(2007; 2008; 2009; 2010; 2011; 2012; 2013; 2014; 2015; 2016)

Recognized 

nationally among the top 300 registered investment advisers by the Financial Times
(2014; 2015; 2016)

Ranked 

among the Fastest-Growing Private Companies in Massachusetts by the Boston Business Journal
(2015; 2016)

Ranked 

among “Area’s Largest Independent Investment Advisors” by the Boston Business Journal 
(2007; 2008; 2009; 2010; 2011; 2012; 2013; 2014; 2015; 2016)

Ranked 

nationally among top registered investment advisors by Financial Advisor
(2006; 2008; 2009; 2010; 2011; 2012; 2013; 2014; 2015; 2016)

Ranked 

first among Massachusetts-based advisors on Barron’s list of top 100 independent investment advisors
(2009; 2013; 2016)

Ranked 

among the nation’s top 5,000 fastest-growing private companies by Inc. Magazine
(2015; 2016)

Ranked 

nationally among the Top 10 High-Net-Worth Advisors by WealthManagement.com
(2015; 2016)

Recognized 

among “FIVE STAR Wealth Managers” by Boston Magazine
(2010; 2011; 2012; 2013; 2014; 2015; 2016)

Ranked 

nationally as one of top wealth managers by Wealth Manager
(2006; 2007; 2008; 2009; 2010)

Ranked 

nationally among top 100 fee-only financial advisors by Forbes
(2009)

Ranked 

nationally among top 250 wealth advisors by Worth Magazine
(1999; 2000; 2001; 2002; 2003; 2008)

Ranked 

nationally among “Bloomberg’s Top Wealth Managers” by Bloomberg Wealth Manager
(2004; 2005; 2006)

Ranked 

nationally among top 50 fastest-growing firms by Financial Advisor
(2012; 2016)

Ranked 

nationally among top money managers by Lipper Marketplace Best Money Managers for its U.S. Mid-Cap Equity strategy in the following three categories: 1. U.S. Mid-Cap Growth & Value Equity – (a) top 10 for 40 quarters ending 12/31/11, (b) top 20 for 4 quarters ending 12/31/11, (c) top 20 for 40 quarters ending 06/30/12, and (d) top 20 for 4 quarters ending 06/30/12; 2. U.S. Growth & Value Equity – top 40 for 40 quarters ending 06/30/12; and 3. U.S. Mid-Cap Equity – top 40 for 4 quarters ending 06/30/12

Ranked 

nationally among top 100 registered investment advisors by Registered Rep
(2008)

Winner 

of the national 2010 Best-in-Business IMPACT Award®, part of Charles Schwab & Co., Inc.’s IMPACT Awards program, which recognizes an independent investment advisory firm that has elevated business management to new levels of excellence and achieved exceptional business results

Winner 

of the national 2011 Heart of Financial Planning Award by theFinancial Planning Association, which recognizes professionals or organizations that engage in extraordinary work, contributing and giving back to the financial planning community and public through financial planning