Colonial Consulting ® is a leading investment consulting firm founded in 1980 with a focus on contributing to strong investment returns. With our experience, expertise, and in-depth research, we provide valuable investment advice and full service consulting so that our clients can meet their financial objectives and long-term ability to achieve their mission.

Approximately 90% of our clients are not-for-profits with $28B in assets under advisement. The firm is privately held with no outside investors. 100% of our revenues are derived from consulting, with no conflicts of interest.