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New York, NY, July 11, 2018 – Colonial Consulting, LLC is pleased to announce that we now offer the option of fully discretionary investment consulting.  One of Colonial’s existing clients, the Amarillo Area Foundation, recently became our first fully discretionary client.We have come to the conclusion that by providing both non-discretionary advisory investment consulting and discretionary investment consulting services, new and existing clients will be able to choose the service...

New York, NY, June 6, 2018 – Andrew Siwo is an investment director at Colonial Consulting, an independent investment consulting firm primarily to leading foundations/endowments, colleges, and nonprofit institutions. Previously, Siwo was a manager at the Global Impact Investing Network and spent five years in the investment banking division at JP Morgan’s Global Special Opportunities Group.Andrew wrote a piece on Mission-related investments (MRIs) which was recently published on the Stanford Social innovation review website:https://ssir.org/articles/entry/measuring_the_hard_to_measureThe...

New York, NY, June 1, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that CEO Charlie Georgalas will be joining a panel at the IMI OCIO Solutions Summit. The summit has been organized by the Investment Management Institute and will be held on June 13th, 2018, at the Stamford Hilton Hotel, Stamford, CT.  The summit will be attended by...

New York, NY, June 1, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that CEO Charlie Georgalas will be joining a panel at the Endowment and Foundation Roundtable.   The Roundtable has been organized by Institutional Investor and will be held from June 5th to June 7th, 2018, at the Four Seasons Hotel, Boston, MA.  The summit will be attended...

After a breakneck start to the year, equity markets retreated to end the quarter with the S&P 500 and MSCI EAFE posting declines of 0.8% and 1.5%, respec-tively, and the MSCI EM Index posting a gain of 1.4%. Volatility returned with vigor, as the S&P 500 recorded 23 daily moves of plus or minus 1% during the quarter, compared to a total number of eight moves in 2017.[wpdm_package id='28602']...

During the past 17 years, managers of endowment and foundation investment assets have experienced more than their share of events impacting their ability to achieve their investment goals. The dotcom bubble saw the NASDAQ rise 580% between 1995 and 2000 before declining by 87% over the next two years, triggering a bear market in which the S&P 500 declined 49% from its peak. This was followed in 2008-09 by the...

FOR IMMEDIATE RELEASENew York, NY, April 14, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Investment Director Andrew Siwo will be serving as a panelist at the MSCI Institutional Investor Conference. The conference will be held May 3, 2018 at Condé Nast Venues inside One World Trade Center. The conference explores asset owner investment challenges through the lens...

FOR IMMEDIATE RELEASENew York, NY, March 22, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Senior Research Analyst Andrew Siwo will be moderating a panel at the 6th Annual Tri-State Institutional Forum. The forum is organized by Markets Group and will be held April 5, 2018 at the Harmonie Club in New York. An annual meeting of the...

FOR IMMEDIATE RELEASENew York, NY, March 19, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Managing Director and Senior Consultant Brian Crawford will be serving as a panelist at the 7th Annual OCIO and Investment Outsourcing Summit. The conference is presented by Financial Research Associates and will be held on March 20th and March 21st at the Princeton...

Colonial Consulting CEO Joins Panel at 2018 SEO Alternative Investments Conference (AICON)FOR IMMEDIATE RELEASENew York, NY, January 22, 2018 – Colonial Consulting, LLC ®, a leading investment advisor with a core focus on non-profits, is pleased to announce that Charlie Georgalas is participating as a conference panelist at the 2018 SEO Alternative Investments Conference (AICON) to be held at the New York Hilton Midtown in New York City on February...