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.

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.

Explore Sustainable Investing Strategies

Institutional Investment Insights

How can a nonprofit board improve financial outcomes?

In an economy in which governmental spending is increasingly strained, nonprofit organizations are forced to play a larger role in serving the greater good. Driven by boards that are dedicated to ambitious missions, today’s nonprofits must simultaneously navigate dynamic financial markets and keep pace with the spending demands associated...

How Might You Handle Investment Decisions as a Non-Profit Board Member?

As a volunteer for your non-profit, you are passionate about its mission.  You have seen the good it does in your community. Six years ago, you joined the investment committee because you realized the importance of the endowment. While not an investment professional, you feel your personal experience provides...

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.