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

We seek to forge deep, trusting relationships with clients and always put our clients’ interests, goals, and objectives ahead of our own. Open communication leads to a better understanding of a client’s unique circumstances, fosters a rewarding long-term relationship based on trust, and leads to better outcomes.

We believe that decisions made by a team of experts leads to favorable results for our clients. Our dedicated investment team combines a deep roster of CFA® charterholders, MBAs, and CMTs, who are supported by robust technology solutions and third-party investment partners. Our unbiased, team-based approach is collaborative and process-driven.

We believe that the primary driver of risk and return is a portfolio’s asset allocation. A portfolio of genuinely diversified investments should minimize drawdowns during periods of market upheaval while maximizing the probability that a portfolio will meet the client’s investment objective. Investments within the portfolio are carefully selected for one or more specific roles, such as generating growth, providing income, preserving capital, and/or hedging against inflation.

Our investment decisions are guided by our long-term fundamental outlook. We believe this reduces the probability of a client not achieving their goals and generates wealth through the compounding of investment returns over time.

We endeavor to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that we believe have the potential to generate strong absolute returns over a full market cycle. The Colony Group’s size and scale allow us extensive access and the resources to effectively analyze and allocate to these types of investments on behalf of our clients.

Investment costs, including fees, taxes, and other expenses, are a drag on investment performance. We strive to minimize the cost of ownership but believe investors should be willing to pay for managers that add value. As a result, we often incorporate both active and passive strategies into our client portfolios. We offer our proprietary strategies as a means for clients to gain access to active management without paying an additional fee.

Markets can be inefficient, especially at extremes when emotions prevail, and we may seek to take advantage of those pockets of inefficiency when they present themselves. Risk is not the same as volatility; volatility may be high, but risk may not be, when measured against the client’s investment time frame.