Tim Jester, CAIA®, AIF®

Senior Investment Advisor, Director, Institutional Advisory Practice

Richmond, VA
Focus Areas

Investment Strategies
Sustainable Investing Solutions
Institutional Advisory Services

Client Specialty

Non-Profits
Corporations

Tim joined The Colony Group in 2015 with CapGroup Advisors and is a Director of the firm’s Institutional Advisory Practice, a Senior Investment Advisor, and a Principal at the firm.  He is responsible for formulating client investment strategies and directing due diligence for fixed income and alternative assets managers.

Tim brings over 30 years of experience in institutional investment services to The Colony Group, including five years as principal of a Commodity Trading Advisor. He has earned the Accredited Investment Fiduciary® and Chartered Alternative Investment Analyst® professional designations, and is a member of the Chartered Alternative Investment Analyst Association.

Tim holds a BS in Chemistry from Shorter College and an MS in Industrial Management from Georgia Tech. He has supported the local community for years and previously served as a Junior Achievement volunteer, coached numerous youth sports teams and President of the Board of Directors of the Westwood Club. In his spare time, Tim enjoys golf, fishing and hiking.

Published Insights

Optimizing Your Plan For Participant Success

Plan sponsors often struggle to develop an investment plan that meets the diverse needs of their plan participants while fulfilling the requirements of their fiduciary duties. This white paper is a guide to optimize your retirement plan for participant success....

Relief from High Retirement Plan Fees May Be In Sight

In the almost three decades since 401(k) defined contribution plans were established, they have become the primary retirement funding tool for individuals. The initial purpose of the savings vehicle was to supplement a defined benefit pension plan. Over the years, however, defined contribution plans have come to replace pension...

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...