Many perspectives with a singular focus: your mission.
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.
A proven fiduciary to help you sustain your mission.
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.
Outsourced Chief Investment Officers
Creating new possibilities for your mission.
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.
An Approach for Mission Sustainability
An investment process designed to sustain your mission.
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:
- Document your short-, intermediate-, and long-term obligations
- Create, review and update your Investment Policy Statement
- Identify a portfolio structure to support your long-term goals
- Implement a formalized investment plan that conforms with fiduciary best practices
- Systematically assess performance and progress toward your goals
Demonstrated Fiduciary Excellence
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.
Industry Leading Research & Forecasting
Flexible Investment Programs
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.
Explore Pam’s Story.
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.
Alignment with your values
Sustainable Investing
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.
Meet Some of Our Specialists
Tim Jester, CAIA®, AIF®
Managing Director, Institutional Advisory Practice
Tim joined The Colony Group in 2015 with CapGroup Advisors and is a Managing Director of the firm’s Institutional Advisory Practice, a...
Lisa C. Longest, AIF®
Senior Investment Advisor
Lisa is a Senior Investment Advisor and a key member of the Institutional Advisory Practice at The Colony Group, with more than 20...
Andrew Vogelstein
President, Institutional Advisory Practice
As an investment professional, Andrew serves as President of Colony’s Institutional Advisory Practice. Andrew and his team provide a full spectrum...
Frank Brochin
Senior Portfolio Manager and Managing Director, Institutional Advisory Practice
Frank leads all investments in private equity, venture capital and international managers within the Institutional Advisory Practice. He is also responsible...
Rob Inches
Senior Portfolio Manager, Institutional Advisory Practice
As a Senior Portfolio Manager in the Institutional Advisory Practice team at The Colony Group, Rob provides comprehensive solutions to the...
Pier Friend
Chief Investment Officer, Institutional Advisory Practice
As the Chief Investment Officer of Colony’s Institutional Advisory Practices, Pier is responsible for all aspects of the investment process —...
Institutional Investment Insights
If you're ready for a new relationship with your investment firm, let's talk.
Our Institutional Investment advisors are excited to connect with you.