User:Michael J. Nathanson/sandbox

The Colony Group is an American wealth management company headquartered in Boston, Massachusetts. As of September 30, 2012, The Colony Group had over 1,200 clients and approximately $2.6 billion in assets under management, including investments in equity, fixed income, alternative, and other strategies.

History
The Colony Group, LLC was founded in 1986 with a focus on providing high net worth individuals and families with fiduciary, fee-only wealth management services. An SEC-registered investment advisor, the firm has grown substantially through the years, attracting individual, corporate, and institutional clients.

Headquartered in Boston, The Colony Group has multiple offices within the United States. In 2011, The Colony Group joined Focus Financial Partners, a national partnership of independent, fiduciary wealth management firms. In 2012, it merged with Mintz Levin Financial Advisors, another large, Boston-based wealth advisory firm.

Wealth Management

 * Investment Planning and Asset Allocation
 * Retirement Planning
 * Tax Planning
 * Estate Planning
 * Cash Flow Planning
 * Philanthropic Planning
 * Education Planning
 * Risk Management
 * Value Added Services

Investment Management

 * Personalized Investment Strategies
 * Proprietary Equity Portfolios
 * Proprietary Fixed Income Portfolios
 * Managed No-Load Mutual Funds
 * Separate Accounts
 * Alternative Investments
 * Tax-Sensitive Solutions for Concentrated Positions

Corporate

 * Corporate-Sponsored Financial Counseling
 * Customized Employee Seminars and Workshops

Institutional
== Awards and Recognitions Granted to The Colony Group and Its Professionals == Ranked nationally among top 100 independent investment advisors by Barron’s (2007; 2008; 2009; 2010; 2011; 2012)
 * Institutional Consulting Services
 * Institutional Asset Management

Winner of the 2010 Best-in-Business IMPACT Award®, part of Charles Schwab & Co., Inc.’s IMPACT Awards program, which recognizes an independent investment advisory firm that has elevated business management to new levels of excellence and achieved exceptional business results

Ranked nationally among top money managers by Lipper Marketplace Best Money Managers for its U.S. Mid-Cap Equity strategy in the following three categories: 1. U.S. Mid-Cap Growth & Value Equity – (a) top 10 for 40 quarters ending 12/31/11, (b) top 20 for 4 quarters ending 12/31/11, (c) top 20 for 40 quarters ending 06/30/12, and (d) top 20 for 4 quarters ending 06/30/12; 2. U.S. Growth & Value Equity – top 40 for 40 quarters ending 06/30/12; and 3. U.S. Mid-Cap Equity – top 40 for 4 quarters ending 06/30/12

Ranked first among Massachusetts-based advisors on Barron’s list of top 100 independent investment advisors (2009)

Ranked nationally among top 100 fee-only financial advisors by Forbes (2009)

Ranked nationally as one of top wealth managers by Wealth Manager (2006; 2007; 2008; 2009; 2010)

Ranked nationally among top 100 registered investment advisors by Financial Advisor (2006; 2008; 2009; 2010; 2011)

Ranked nationally among top 100 registered investment advisors by Registered Rep (2008)

Ranked nationally as “Top Guns” investment manager by Informa Investment Solutions (Q2 2005; Q4 2006; Q1 2007; Q2 2007; Q3 2007; Q4 2007; Q1 2008)

Ranked nationally among top 250 wealth advisors by Worth Magazine (1999; 2000; 2001; 2002; 2003; 2008)

Ranked among “Area’s Largest Independent Investment Advisors” by the Boston Business Journal (2007; 2008; 2009; 2010; 2011)

Ranked among “FIVE STAR Wealth Managers” by Boston Magazine (2010; 2011; 2012)

Ranked nationally among “Bloomberg’s Top Wealth Managers” by Bloomberg Wealth Manager (2004; 2005; 2006)

Recipient of the national 2011 Heart of Financial Planning Award by the Financial Planning Association, which recognizes professionals or organizations that engage in extraordinary work, contributing and giving back to the financial planning community and public through financial planning (2011)

Management Team

 * Michael J. Nathanson, JD, LLM, Chairman, Chief Executive Officer & President
 * Robert J. Glovsky, JD, LLM, CFP®, Vice Chair & Senior Financial Counselor
 * Stephen T. Sadler, JD, LLM, Managing Director & Senior Financial Counselor
 * Elisabeth L. Talbot, CFA, CPA, Managing Director & Senior Financial Counselor
 * Cary P. Geller, MBA, CPA, PFS, CFP®, Managing Director & Senior Financial Counselor
 * Stephen R. Stelljes, JD, CFP®, President of Colony Wealth Management & Senior Financial Counselor
 * Brian W. Katz, CFA, President of Colony Investment Management & Chief Investment Officer
 * Seth P. Hieken, MSF, CFA, Executive Vice President & Director of Proprietary Strategies
 * Cheryl L. Wilkinson, CFP®, Executive Vice President & Senior Financial Counselor
 * Gina K. Bradley, JD, Chief Operating Officer & General Counsel
 * Robert E. Whelan, Senior Vice President, Business Development
 * Vincent J. Gratch, JD, Chief Compliance Officer

Company Website
www.thecolonygroup.com