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Colonial Consulting, LLC
       
 
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Colonial Consulting, LLC
 
 
Mission statement: 

For more than thirty years, Colonial Consulting's primary goal has been to serve as an effective investment advisor to its clients. Our efforts are focused on a number of areas and are driven by the deeply rooted philosophy that we exist to serve clients and that their success defines our own.
Overview: 

Colonial Consulting, LLC ® was founded with the intention of providing investment advisory services primarily for not-for-profit institutions. We have maintained this objective during the past 30 years and approximately 90% of client assets are held by endowments or foundations. As a result, our firm is structured to specifically work with the requirements and challenges of these institutions. We are not affiliated with any other company and have no other lines of business: 100% of our revenues come from our consulting clients.
History:  Founded in May of 1980.


 
 
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