From status quo to sustainable wealth; it's time to transform your investment strategy.

Developing your investment portfolio is one of the most important decisions you can undertake with your advisor and investment team. Your lifestyle now and your future aspirations depend on a strategy designed to give you the highest probability of success. 

Portfolios should reflect a firm's best thinking and, of course, you.

While all investors face the same capital markets, each has their own unique goals, circumstances, and preferences. Whether you prefer individual securities, ETFs, mutual funds or private strategies, we have developed an enhanced open architecture platform that provides you our best ideas for your portfolio.

Investment Strategies

Offering more options to grow and sustain your wealth.

Our investment specialists sift through and evaluate thousands of investment options to find the right solutions for your portfolio. We consider the effect of global macroeconomic events, and for your taxable accounts, we design portfolios with the goal of maximizing your after-tax returns. 

We use our size and scale to negotiate fees and provide you with an array of investment options. Whether this is accessing institutional share classes, aggregating our buying power with separate account managers, or developing relationships that give us access to differentiated investment strategies, we are always working for you.

 

  • Colony Equity Portfolios
  • Colony Fixed Income Portfolios
  • Alternative Strategies
  • Private Strategies
  • Mutual Funds | ETFs
  • Sustainable Investment Solutions
  • Third-Party Separate Account Managers
  • Tax-Sensitive Solutions for Concentrated Positions

Seasoned Leadership & Original Insight

Our experienced investment teams develop customized investment strategies for private clients, corporations, foundations, retirement accounts, profit-sharing plans and pension accounts. They frequently are selected to analyze and explain the markets on various media outlets and provide analysis around the ever-changing economic and political landscape.

Explore Market Perspectives

Skills & Experience

A deep bench of investment specialists working for you.

The Colony Group has an extensive investment management team dedicated to research, analysis, and portfolio management.  The team’s multi-disciplinary approach and backgrounds – equity research, bond research, portfolio management, asset allocation, and manager selection – gives them broad and deep knowledge when evaluating opportunities for our clients.

Our Investment Management Division is led by our Chief Investment Officer, Chief Investment Strategist, and Chief Market Strategist and supported by our Investment Committee comprised of investment professionals and wealth advisors. Together, they set the course for our clients’ portfolios.

Investment Management Insights

Pessimism Sells, but Optimism Pays

A 2019 study by the National Academy of Sciences confirms the widely held belief that humans are drawn to negative news. Results from a 17-country, 6-continent study showed that modulating the tone of a video to be more negative increased attentiveness and arousal. The lesson here is clear, if...

Rich Steinberg on the Markets (Radio)

Richard Steinberg discusses the Fed actions to bolster the economy, possible future inflation, risk, and other relevant market news on Bloomberg News Daybreak Asia.

The 5 Ps of the Pandemic – Market & Investment Outlook Webinar

Our investment professionals, Richard Steinberg, CFA, Chief Market Strategist, and Jason Blackwell, CFA, CAIA®, Chief Investment Strategist, presented their thoughts about the key themes for the second half of the year, including the following topics:   How to view risk in a zero-interest rate environment  How to approach classic fundamental measurements without earnings guidance ...

Q2 2020 COLONY MARKET PERSPECTIVES

U.S. stocks posted their strongest gains in over 20 years. What’s ahead as the markets faceoff with the recessionary global...

Ready for a deep level of expertise in the market?

Our team of advisors is eager to meet you. Connect with us today.