General Info

Founded in 1986, The Colony Group is an investment advisory company, which serves individuals, corporate clients, profit-sharing plans, charitable organizations and other institutions. Based in Boston, Mass., it provides investment management services with personalized investment strategies, individual equity portfolios, fixed-income portfolios, mutual fund portfolios, access to alternative investments and more. The company offers a wealth management plan, which includes investment planning, asset allocation, retirement planning, tax planning, estate planning, gifting strategies and risk management. The Colony Group also organizes financial counseling and educational seminars for executives. The firm has partnership with Sadler, Nathanson & Lupica, LLP. It is a winner of the Winner of the 2010 Best-in-Business IMPACT Award.