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The Colony Group expands access to mutual fund portfolios


The Colony Group has launched Colony Fund Portfolios, an actively managed, turn-key mutual fund solution.

The Colony Group has launched Colony Fund Portfolios, an actively managed, turn-key mutual fund solution.

The Colony Group has been managing mutual fund portfolios, as well as portfolios of individual equity, fixed-income, and other securities, for over 20 years, but traditionally the firm has offered its services only to wealthy investors and institutions.

By providing access through Colony Fund Portfolios, The Colony Group will extend access to a broader range of investors.

Five Colony fund portfolios are open to new investors: Colony Conservative Portfolio; Colony Conservative Growth and Income Portfolio; Colony Growth and Income Portfolio; Colony Growth Portfolio; and Colony Aggressive Growth Portfolio. Each portfolio is comprised of approximately 15 no-load or load-waived mutual funds selected by The Colony Group’s investment professionals.

Elisabeth Talbot, chief market strategist of The Colony Group, says: "We draw on decades of collective investment experience and success to create responsible asset allocation strategies. We then diversify our client portfolios across a broad range of asset classes using carefully screened mutual funds. Importantly, however, we make tactical changes whenever necessary to account for changing market and economic trends. We also monitor and update our portfolios to address certain fund-related changes, tax considerations, and various other investment-related circumstances."

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