Company Overview

The Colony Group, LLC is an employee owned investment manager. The firm also provides wealth management, family office, and corporate services to its clients. It primarily provides its services to high net worth individuals and individuals. The firm also caters to pension and profit sharing plans, pooled investment vehicles, charitable organizations, foundations, endowments, and corporations. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It also invests in the alternative investments, exchange traded funds, and mutual funds to create it portfolios. The firm invests in the growth stocks o...

The Colony Group, LLC is an employee owned investment manager. The firm also provides wealth management, family office, and corporate services to its clients. It primarily provides its services to high net worth individuals and individuals. The firm also caters to pension and profit sharing plans, pooled investment vehicles, charitable organizations, foundations, endowments, and corporations. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It also invests in the alternative investments, exchange traded funds, and mutual funds to create it portfolios. The firm invests in the growth stocks of large cap, small cap, and mid- cap companies to make its equity investments. For its fixed income portfolios, it invests in the corporate, agency, treasury, and municipal bonds. The firm employs a fundamental analysis with a bottom-up stock picking approach to make its investments. It benchmarks the performance of its portfolios against S&P 500, S&P 1500, and S&P 400 Indices. The firm conducts in-house research to make its investments. The Colony Group, LLC was founded in 1986 and is based in Boston, Massachusetts with additional offices in Naples, Florida; Palm Beach Gardens, Florida; Washington, District Of Columbia; and West Palm Beach, Florida. The Colony Group, LLC operates as a subsidiary of Focus Financial Partners, LLC.

Key Executives for The Colony Group, LLC

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