The Colony Group’s Institutional Advisory Practice Earns Fiduciary Excellence Certification for Eleventh-Straight Year

The Colony Group is proud to announce that our Institutional Advisory Practice team has received certification from the Center For Fiduciary Excellence (CEFEX) for the eleventh-straight year. This achievement...

The Colony Group’s Institutional Practice Celebrates 10 Years of Fiduciary Excellence

The Colony Group is proud to announce that its Institutional Advisory practice has been certified by the Centre for Fiduciary Excellence (CEFEX) for the tenth-straight year. This milestone represents its continuing...

The Colony Group’s Institutional Practice Certified for Fiduciary Excellence for Ninth-Straight Year

The Colony Group is proud to announce that our Institutional Advisory Practice team has been certified by the Centre for Fiduciary Excellence (CEFEX) for the ninth-straight year. As one...

The Colony Group’s Institutional Practice Certified for Fiduciary Excellence for Eighth-Straight Year

The Colony Group is proud to announce that our Institutional Services team has been certified by the Centre for Fiduciary Excellence (CEFEX) for the eighth-straight year. As one of...

How can a nonprofit board improve financial outcomes?

In an economy in which governmental spending is increasingly strained, nonprofit organizations are forced to play a larger role in serving the greater good. Driven by boards that are...

How Might You Handle Investment Decisions as a Non-Profit Board Member?

As a volunteer for your non-profit, you are passionate about its mission.  You have seen the good it does in your community. Six years ago, you joined the investment...