Bringing Possibilities Within Reach

Giving back to our communities is a priority and privilege as we seek to bring meaning and joy to the lives of others. As individuals and as a company, we invest our time, expertise and funds to bring more possibilities within reach — helping to find a cure for disease, ending homelessness and hunger, funding initiatives that promote a more just world. We support our employees giving back to our communities by providing them with time off to volunteer and bolstering their own charitable donations.

Community-Powered

Employee-Driven Charitable Impact

We continue to build an expansive charitable impact among principals and employees through pledged giving and through our Colony Cares Charitable Fund.

Additionally, our leadership and advisors have proudly served significant roles on charitable boards across the country, such as the National Brain Tumor Society, the Make-a-Wish Foundation, and The Boomer Esiason Foundation.

Spotlight on Giving: Jim Fitts is invested in New Hampshire and in the Savannahs of Kenya

Jim Fitts, CFP® works as a Senior Family Wealth Advisor and Managing Director, Business Owner Services, from our Concord office.

Through our Colony Cares Charitable Fund, we raise money and donate to various charities throughout the year.

27
unique charities donated to since 2015

Here’s what we’ve been up to lately

Non-Profit Sector, Slammed by the Pandemic, Needs the Generosity of Investors

As Appeared in CNBC There is nothing like a precipitous decline of nearly 35%, followed by a swift rise of about 50% in the S&P 500 index — all within the span of five months — to motivate people to bust out the old cliché “buy low, sell high.” Ah,...

Jim Fitts Is Invested in New Hampshire and in the Savannahs of Kenya

Jim Fitts, CFP® works as a Senior Family Wealth Advisor and Managing Director, Business Owner Services, from our Concord office. In this role, he helps business owners and their families develop philanthropic programs and multi-generational wealth plans. Outside of Colony, he lends his skills to several local charitable organizations,...