Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
John W. Schott, M.D.
Senior Portfolio Manager
Focus Areas
Equity Research
Portfolio Management
Recognitions
American Psychiatric Association , Fellow; Johns Hopkins University, Distinguished Alumni Award; Who’s Who, Lifetime Achievement Award
Community
Bach Festival Society, Winter Park, FL, President; Templeton World Charity Foundation, Nassau, the Bahamas, Board member; Templeton Religion Trust, Nassau, the Bahamas, Steering Committee Member; Templeton Education and Charity Trust, Green-Templeton College, Oxford University, Oxford , England, Board Member
John W. Schott, M.D. is a Senior Portfolio Manager at The Colony Group. His decades of managing client portfolios make him an insightful and valuable asset to the team. A value-oriented investor, nationally recognized for his expertise in the psychology of investing, Dr. Schott has been a frequent guest expert in the media.
Dr. Schott authored an investment book, Mind Over Money, is an active lecturer on the psychology of investing, and is co-chairman of Harvard University’s annual Congress on the Psychology of Investing. Now a retired psychiatrist, he was the Chairman of the Department of Psychiatry at the Metro West Hospital in Natick, Mass., taught at Harvard Medical School, and was President of Psychservices, PC, in Natick. In 1975, Dr. Schott became a diplomat of the American Board of Psychiatry & Neurology. He is a graduate of Johns Hopkins University and Harvard Medical School.
He served as a Portfolio Manager and Principal at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019.
Outside of the office, Dr. Schott is active in community affairs. He is the moderator of the First Congregational Church of Winter Park, Fla., and he is a Board Member of Templeton Religion Trust.
Published Insights
In The News
The Bear Market Blues: A Diagnosis for Our Times
October 31, 2022
The Colony Group's John Schott MD, spoke with Reuters in a recent article, “The bear market blues: a diagnosis for our times”. Read the full article here.
Topical Viewpoints
Bear Market Depressive Syndrome
June 15, 2022
The psychology of a bear market is radically different from that of a bull market. In a bull market, it is good old-fashioned greed, unbridled avarice that is the...
Wealth Management
How to Make and Achieve Your New Year’s Resolutions
January 6, 2020
The practice of making New Year’s resolutions has existed for hundreds of years. The practice is related to the winter solstice and the process of rebirth. With the driving...