Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Tim Jester, CAIA®, AIF®
Managing Director, Institutional Advisory Practice
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 Managing 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
Investment & Market Analysis
Optimizing Your Plan For Participant Success
September 1, 2020
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....
Wealth Management
Relief from High Retirement Plan Fees May Be In Sight
May 8, 2019
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...
Institutional
How Might You Handle Investment Decisions as a Non-Profit Board Member?
April 7, 2016
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...