The Colony Group's Institutional Practice Certified for Fiduciary Excellence for Ninth-Straight Year

BOSTON, May 15, 2019 /PRNewswire/ -- The Colony Group is proud to announce that our Institutional Advisory practice has been certified by the Centre for Fiduciary Excellence (CEFEX) for the ninth-straight year. As one of only 135 firms worldwide to achieve the Investment Advisor Certification by CEFEX, The Colony Group subjects itself to this rigorous annual evaluation so that they continue to adhere to industry high standards and demonstrate their commitment to their fiduciary role of putting their clients' best interests first.

"CEFEX is pleased that The Colony Group continues to be in an elite group of investment advisors who have demonstrated adherence to professional practices that define a standard of fiduciary excellence," said CEFEX Managing Director Carlos Panksep. "They have earned the right to use the CEFEX Mark which indicates the firm's established practices are aligned with investors' interests and worthy of trust and confidence."

"Continuing our CEFEX certification is validation of our commitment to fiduciary excellence. As we work alongside our clients to help them perpetuate their mission and the important work they do to benefit their communities, it gives them a higher level of assurance," said Lisa Longest, AIF®, Senior Investment Advisor and a key member of the Institutional Advisory practice at The Colony Group.

The Colony Group's Institutional Advisory practice first received the CEFEX® Investment Advisor certification in 2010 as a part of CapGroup Advisors, which merged into The Colony Group in 2015. 

About The Colony Group, LLC 
The Colony Group is an independent, fee-only financial advisory firm with locations in, Colorado, Florida, Maryland, Massachusetts, New York, and Virginia. Founded in 1986, they manage approximately $9 billion in assets for clients. The Colony Group provides high-net-worth individuals and families, corporate executives and entrepreneurs, professionals, athletes, institutions, businesses and non-profit organizations with deep expertise that goes beyond investment management and can encompass tax, estate, retirement, and philanthropic planning, asset allocation, and cash and risk management.

Media Contact: Lisa Poff
Email Address: [email protected]

SOURCE The Colony Group

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