Why Colonial Consulting?
A Stable Company:
Colonial Consulting was founded in 1980
Since then, the firm has slowly and steadily grown to its current client asset base of approximately $21 billion
Professional and client turnover have been very low
Colonial provides highly customized service with thirty professionals for our 82 clients
Community Foundation/Not-for-Profit Focus
78 of the firm’s 82 clients are not-for-profit organizations. 25 are Community Foundations. Specialization allows us to dedicate resources to specific areas of interest as listed below:
Able to provide assistance in the design/selection/oversight of community investment portfolios
Significant research regarding Socially Responsible Investment strategies − working to expand product offerings in some cases
Experience working with the complexities of a community foundation − separate donor portfolios, donor advised funds, spending policies, etc.
Experience working with Trust Form Community Foundations
Frequently provide information to Foundation donors regarding investment strategy
A Unique Approach to Consulting
Customized Analysis/Advice
The most successful long term investors follow a disciplined strategy over time. It is critical to maintain these disciplines during times of market stress. In order to maintain a discipline during difficult times, an investor must fundamentally believe in the overall strategy. Even among similar organizations, the knowledge, risk tolerances, and comfort with various strategies differs extensively. Thus, a customized approach is mandatory. This is directly related to our ability and willingness to work with clients that have special screening criteria, including socially responsible investment criteria.
Pro-Active Advice
Given our experience and access to some of the best investors in the world, we believe that it is incumbent upon us to champion ideas on asset allocation, diversification and investment management. Of course, we always support these ideas with in-depth analysis.
High Ethical Standards
Colonial Consulting prides itself in setting the bar for objectivity while working with clients. In no manner are our recommendations influenced by outside parties. We do very little, if any, project related consulting. Instead, we have an asset or performance based fee that includes all services. Thus, our advice and recommendations are solely based on our efforts to add value to investment results.
Accurate/Independent Information
We reconcile investment activity and portfolio holdings each and every month for every client. This detailed process allows us to independently calculate portfolio performance for every account. It also provides everyone with an additional level of comfort regarding the accuracy of investment information