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

Scaling Up A $6B Independent RIA Using A Full-Time CEO As Chief Inspiration Officer with Michael Nathanson

In this episode, Michael gives a behind-the-scenes look at how a large independent RIA thinks and operates, where the investment management duties are entirely separated from the wealth managers (who help clients select strategies, formalized in an Investment Policy Statement, but let the investment management team actually run and manage the portfolio), the firm has formalized its career track into a progression from associate to senior associate to financial counselor to senior financial counselor, and partners have formalized criteria to buy units of their LLC entity (with financing arranged by the firm).

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The Colony Group Names Four New Principals

– Company Bolsters Leadership of Financial Advisory and Institutional Consulting Practices

The Colony Group, LLC, a financial advisory and institutional consulting company with over $5.5 billion in assets under management, announced the promotion of Timothy Jester, CAIA®, AIF®; Jeremy Kuhlen, CFP®, CRPS®, AIF®; Bill Weydemeyer, MBA, CFP®; and John White, MBA, CFA, to Principals. With the addition of these four individuals, the company’s leadership team now includes 36 Principals.

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RIA CEO Michael Nathanson on How to Be a Real Leader That Gets Results

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

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Barron's Top 100 Independent Wealth Advisors

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

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

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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 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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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 

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; 2017)

Ranked 

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

Ranked 

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

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

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)