People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"To be a wealth advisor requires knowledge of finance, experience with money matters, and the ability to understand numbers; to be a great wealth advisor only comes with the ability to communicate and to empathize."

Fred Baird

Managing Director & Senior Wealth Advisor

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Fred is a Managing Director and a Senior Wealth Advisor with The Colony Group.  He works closely with clients on all aspects of wealth management, particularly focusing on investment strategies and estate planning.  Prior to joining the Colony Group, Fred was a Principal with Aurora Financial Advisors and was responsible for coordinating the firm’s investment strategies and the overall asset management for the firm.

Originally from New Zealand, Fred began his career as a Professor of Economics and Operations Research at the University of Canterbury in Christchurch, New Zealand. He then became a management, economic and financial consultant for a series of international consulting firms beginning with Ernst & Young and most recently with CRA International. For the last ten years, he has designed investment strategies based on economic and financial theory that are designed to meet individual investor’s goals while respecting their tolerance for risk. From the University of Canterbury, Fred has a Bachelor of Science in Economics and Operations Research and a Master of Science in Economics.