colonial consulting llc

Colonial Consulting is a leading provider of investment advisory services with a core focus on non-profits. Our efforts are focused on a number of areas & are driven by the deeply rooted philosophy that we exist to serve clients & that their success defines our own. Returns - Our clients are involved in a number of critically important areas such as fighting poverty & disease, education, enhancing opportunities for the disenfranchised & funding the arts to name a few. Providing exceptional investment advice, as measured by long term rates of return, enhances each client's long term ability to achieve their charitable mission. Information Quality - We seek to provide accurate, timely & unbiased information as these attributes foster overall confidence in investment strategies that are not effective at every point in time but are likely to succeed over longer periods. Customized Advice - Our focus on serving clients demands that we address the specific needs of each rather than forcing client concerns into the universe of knowledge that we may already possess. As such, we continually seek to improve not just our knowledge of various investment strategies but also to enhance our understanding of the specific issues that face individual non-profit institutions. No Conflicts of Interest - Placing client interests above our own demands an environment that is free of conflicts of interest. Historically, we have been fortunate to serve as investment advisor to a broad array of charitable institutions with some relationships spanning more than two decades. Yet, many of our clients have objectives that are perpetual in nature, a characteristic that demands continual evolution on our part.