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
Matthew Salotti, CFA
Senior Portfolio Manager and Managing Director, Institutional Advisory Practice
Focus Areas
Asset Allocation
Portfolio Management
Matthew is a Principal and Senior Portfolio Manager of the Diversifying Strategies Portfolio. He leads the institutional diversifying strategies team and is responsible for all public and private market credit, fixed income, intellectual property royalty, real asset, and specialty finance investments globally. Matthew is also directly involved in the management of several institutional client portfolios.
Matthew served as Managing Director and was a member of the diversity, equity, and inclusion team at New Providence Asset Management prior to their merger with The Colony Group in 2021. Previously, Matthew was an Associate in the Corporate Advisory Services Group at Thomson Financial and an Associate in the Financial Services group at Navigant Consulting.
Matthew holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society New York.
Matthew earned a Bachelor of Science in Finance from Seton Hall University.
Published Insights
Institutional
The Importance and Value of Manager Due Diligence
March 25, 2024
Where do you see opportunities to have an impact in the later stages of due diligence? While understanding fees, arrangements with third-party service providers, and alignment of interests are...
Institutional
How to Think About Managing & Balancing Liquidity in Portfolios
June 14, 2023
Can you discuss “liquidity” in the context of investing? For simplicity, the primary variables in considering the liquidity of an asset are time, price, and volatility. Time and price...
Wealth Management
Seeking Alternative Sources of Income- Webinar Recording
June 10, 2022
Despite the rapid rise in yields over the last several months, many investors have continued to seek higher sources of income for their portfolios that are less sensitive to...