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
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
Andrew Vogelstein
President, Institutional Advisory Practice
As an investment professional, Andrew serves as President of Colony’s Institutional Advisory Practice. Andrew and his team provide a full spectrum of OCIO solutions on a discretionary and non-discretionary basis to institutional for-profit and nonprofit clients and large family offices. In addition to working with clients to create, amend, and improve their governance structure, investment policies and strategic asset allocation, Andrew’s team takes responsibility for manager selection and research across all asset classes. Andrew is also a member of Colony’s Executive Committee and Investment Committee.
Andrew’s career in the financial services industry spans more than 30 years. His knowledge and experience across various asset classes and securities, are instrumental in advising clients, and constructing and managing their portfolios. Andrew served as the CEO and a partner at New Providence Asset Management prior to merging with The Colony Group in 2021.
He earned his Master of Business Administration from the New York University Leonard N. Stern School of Business and a Bachelor of Arts from University of Colorado.
Outside of the office, Andrew enjoys alpine skiing, fly fishing, and cooking.
Published Insights
Institutional
Important Considerations When Transitioning an Institutional Portfolio
November 14, 2024
Transitioning any portfolio requires close attention to, and serious consideration of a number of relevant factors. Changing advisors, custodians, and other service providers can present unique challenges to institutions....
Institutional
Benefits of an Outsourced Chief Investment Officer (OCIO) with Andrew Vogelstein
August 21, 2024
The Colony Group’s Andrew Vogelstein, President of TCG’s Institutional Advisory Practice, chats with Worth Media about the benefits of working with an Outsourced Chief Investment Officer (OCIO). From providing...
Institutional
The Importance of Establishing a Strategic Asset Allocation Framework
May 10, 2024
What is the first step to establishing a strategic asset allocation framework? Given the specific needs and financial circumstances of any institution, it is essential to establish a strategic...
Institutional
The Importance of a Manager Evaluation Framework
November 20, 2023
What are the primary principles one should incorporate into an investment manager evaluation framework? Trust, integrity, alignment, and success. While these principles set a high bar for investment managers/firms...
Institutional
Benefits of Working with an OCIO- Webinar Recording
October 13, 2023
The Colony Group’s Institutional Advisory Practice President, Andrew Vogelstein, and Senior Investment Advisor, Lisa Longest, discuss the outsourced chief investment officer (OCIO) model, its benefits, and how to know...
Institutional
Why An OCIO Could Be the Right Fit For Your Institution
September 11, 2023
What is an Outsourced Chief Investment Officer (‘OCIO’)? An OCIO provides the services of a full-time, in-house investment office and is responsible for the management, oversight, and administration of...
Institutional
Incorporating Diversity, Equity & Inclusion in an Investment Policy
March 25, 2023
Why should you consider including diversity, equity, and inclusion (‘DEI’) in your investment policy statement (‘IPS’)? Doing so ensures that the institution’s DEI objectives remain priorities, even in times...
Happy Holidays from The Colony Group
December 20, 2021
Happy holidays to our Colony Group clients and friends! In 2021, our company celebrated 35 years since its founding in 1986. To reflect on this incredible milestone, our team...
In The News
Need an Institutional CIO? Why Not Outsource?
December 2, 2021
“Since the financial crisis, there has been significant growth in the number of endowments, foundations, and family offices, and the amount of assets in need of OCIO solutions,” says Andrew Vogelstein, president of The Colony Group’s Institutional Advisory Practice.