You have a passion for your organization and its mission. Like many of our clients, you fund breakthroughs in medical research, award college scholarships, enable community stability, and work to make our communities and world a better place. Our mission is to help you achieve yours.
The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. You need high-value solutions from a client-centered team dedicated to proven fiduciary excellence.
Everything we do is tied to driving your mission. Our approach emphasizes the concept of “mission sustainability,” a focus on making your budget or financial goals a reality.
We serve as your outsourced Chief Investment Officer – becoming an extension of your staff to fulfill critical functions that support you, your team and your mission. Whether you’re funding key programs in the near future or establishing longer-term priorities, our institutional investment advisors help prioritize your goals today while planning for the future.
As industry veterans, we understand that we serve both you and your organization’s beneficiaries. We take the time to fully understand your financial structure, your priorities, and your funding needs – the keys to your mission sustainability.
We harness the breadth of our experience to assist you in the right course. Our institutional team will:
The Colony Group is one of 140 firms worldwide to achieve Investment Advisor Certification by CEFEX.
It’s not enough to say that we are fiduciaries. Our investment management process has been certified by the Centre for Fiduciary Excellence (CEFEX) for the past 10 years.
We integrate leading industry research and unbiased economic forecasting to apply our best thinking to your unique circumstances. Through extensive analysis, we determine the best allocation and manager line-up for your organization. The result is a customized, well-defined solution specifically designed to support your priorities while maximizing returns and proactively managing risk.
As a community foundation executive director, Pam needed a caring partner and powerful resources to help her board invest and manage their funds to sustain their mission for years to come. Read more.
Our sustainable investing solutions can enable your organization to invest in ways that align with your values. We will work with your investment committee and staff to tailor our sustainable strategies to consider your environmental, social and governance priorities.
Tim joined The Colony Group in 2015 with CapGroup Advisors and is a Director of the firm’s Institutional Advisory Practice, a Senior...
Lisa is a Senior Investment Advisor and a key member of the Institutional Advisory Practice at The Colony Group, with more than 20...
As the Chief Investment Strategist of The Colony Group, Jason is an investment professional possessing both deep analytical experience and a passion to...
Marshall has over 30 years’ experience advising clients, developing portfolio strategies and analyzing investment opportunities, which he brings to his role as President,...
Our Institutional Investment advisors are excited to connect with you.