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COLONIALCONSULTING.COM

Investment Advisors | Colonial Consulting Investment Consultants | Investment Advisory Services • Full Service Investment Consulting Firm

Colonial Consulting is a leading investment advisor focused on non profits including endowments, foundations, community organizations, philanthropies, religious organizations, colleges, churches, health organizations, and charities.

http://www.colonialconsulting.com/

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Investment Advisors | Colonial Consulting Investment Consultants | Investment Advisory Services • Full Service Investment Consulting Firm | colonialconsulting.com Reviews

https://colonialconsulting.com

Colonial Consulting is a leading investment advisor focused on non profits including endowments, foundations, community organizations, philanthropies, religious organizations, colleges, churches, health organizations, and charities.

INTERNAL PAGES

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1

About Us | Colonial Consulting - Investment Advisors | Foundations, Endowments, Non-Profit Organizations

https://www.colonialconsulting.com/about-investment-advisor

About Us - Independent, Full Service Financial Investment Advisors. Our Mission as Investment Consultants. 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. Our focus on serving clients demands that we address the specific needs of each rather than forcing client ...

2

Insights and Publications | Colonial Consulting - Investment Advisors | Foundations, Endowments, Non-Profit Organizations

https://www.colonialconsulting.com/investment-consulting-insights-and-publications

Colonial Consulting provides insights and analysis on current conditions and challenges, market environment, and industry trends. In addition to the publications we provide here, our clients receive pro-active advice and in-depth, forward looking analyses that result from our consulting expertise and comprehensive research activities. To learn more about our services, including insights and analyses, please contact. Us at your convenience. For the latest from Colonial Consulting , please visit our news.

3

Privcap Interviews Colonial Consulting on Foundation & Endowment Investing | Colonial Consulting - Investment Advisors | Foundations, Endowments, Non-Profit Organizations

https://www.colonialconsulting.com/content/privcap-interviews-colonial-consulting-foundation-endowment-investing

Colonial Consulting in the News. Privcap Interviews Colonial Consulting on Foundation and Endowment Investing. Mr Crawford also discussed risk and traditional models of looking at volatility in a portfolio and how Colonial’s considerations run much deeper, Risk, in our view, is so much more than that. That’s risk of losing assets, risk of not meeting those spending needs that I talked about before just any type of possible damage to those long-term goals is a risk to us. About Colonial Consulting, LLC.

4

Investment Philosophy | Colonial Consulting - Investment Advisors | Foundations, Endowments, Non-Profit Organizations

https://www.colonialconsulting.com/investment-consulting-philosophy

Our investment process is driven by our investment philosophy and entails setting policy based on objectives, analyzing the risk and return associated with asset allocation strategy, in-depth and ongoing due diligence of investment managers, customized performance reporting and attribution analysis, and fulfilling customized requests for information. Attempts to predict short-term market behavior via market timing strategies should be avoided. This does not preclude efforts to capitalize on opportuni...

5

4th Quarter 2014 Community Foundation Investment Survey Released | Colonial Consulting - Investment Advisors | Foundations, Endowments, Non-Profit Organizations

https://www.colonialconsulting.com/content/4th-quarter-2014-community-foundation-investment-survey-released

Colonial Consulting in the News. 4th Quarter 2014 Community Foundation Investment Survey Released. Colonial Consulting is pleased to announce the release of the 4th Quarter 2014 Community Foundation Investment Survey. The report measures investment results of community foundations in the United States and is produced by Colonial Consulting, LLC and the Fiscal and Administrative Officers Group (FAOG). A copy of the report can be obtained here. About Colonial Consulting, LLC. Bull; Investment Advisory Serv...

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LINKS TO THIS WEBSITE

valleyfoundation.org valleyfoundation.org

Investment Performance

http://www.valleyfoundation.org/NewsEvents/NewsEvents/tabid/186/Default.aspx

Investing in the Valley. How to Set Up a Fund. Apply for a Grant. Stories of Grant Impact. How to Set Up a Fund. Join The Gates Society. Investing in the Valley. More pages in this section. Councils, Committees and Volunteers. Reports from Our Partners. Each document below shows a snapshot of the relative investment performance of endowments and funds managed by the Valley Community Foundation. This information is compiled in conjunction with The Community Foundation. Investment Performance - Corporation...

cfgcr.org cfgcr.org

The Community Foundation for the Greater Capital Region

http://www.cfgcr.org/financial.php

Several funds at the Community Foundation have supported initiatives to improve children's access to technology. Effective stewardship of philanthropic assets is key to the Community Foundation's ability to fulfill its mission to collectively invest our community's charitable resources, to grow these resources over time, and to serve the community forever. 2012 IRS FORM 990. 2013 IRS FORM 990. 2014 IRS FORM 990. 2013 AUDITED FINANCIAL STATEMENT. 2014 AUDITED FINANCIAL STATEMENT. Current year to date.

cfinsights.org cfinsights.org

CF Insights – Analytical Tools & Resources

http://www.cfinsights.org/Tools/Overview.aspx

Expert Guidance and Analysis. Consulting and Project Support. Benchmarking and Custom Reports. Dashboards for Board Presentations. CF Activity-Based Costing Analysis. Benchmarking and Custom Reports. Dashboards for Board Presentations. CF Activity-Based Costing Analysis. Take a Tour of the Benchmarking Tool. See how you can select a peer group using over 80 different criteria and view reports on data in several important content areas. Entering CF Insights Data. Entering CF Insights Data. PDF, 3.24MB).

cfinsights.org cfinsights.org

CF Insights – Annual Membership Dues

http://www.cfinsights.org/BecomeaMember/AnnualDues.aspx

Expert Guidance and Analysis. Consulting and Project Support. Benchmarking and Custom Reports. Dashboards for Board Presentations. CF Activity-Based Costing Analysis. Analyze Your Operating Model. Plan for the Future. Take a Tour of the Benchmarking Tool. See how you can select a peer group using over 80 different criteria and view reports on data in several important content areas. Entering CF Insights Data. Entering CF Insights Data. Creating Peer Groups and Benchmarking Reports. A Fit for All Sizes.

cfinsights.org cfinsights.org

CF Insights – Connections – Peer Learning Opportunities

http://www.cfinsights.org/Connections/PeerLearningOpportunities.aspx

Expert Guidance and Analysis. Consulting and Project Support. Benchmarking and Custom Reports. Dashboards for Board Presentations. CF Activity-Based Costing Analysis. Take a Tour of the Benchmarking Tool. See how you can select a peer group using over 80 different criteria and view reports on data in several important content areas. Entering CF Insights Data. Entering CF Insights Data. Creating Peer Groups and Benchmarking Reports. Creating Peer Groups and Benchmarking Reports. Trend Analysis and Rankings.

cfinsights.org cfinsights.org

CF Insights – Online Membership Form

http://www.cfinsights.org/BecomeaMember/JoinNow.aspx

Expert Guidance and Analysis. Consulting and Project Support. Benchmarking and Custom Reports. Dashboards for Board Presentations. CF Activity-Based Costing Analysis. Analyze Your Operating Model. Plan for the Future. Take a Tour of the Benchmarking Tool. See how you can select a peer group using over 80 different criteria and view reports on data in several important content areas. Entering CF Insights Data. Entering CF Insights Data. Creating Peer Groups and Benchmarking Reports. Fiscal Year End Date.

cfinsights.org cfinsights.org

CF Insights – Benchmarking and Custom Reports

http://www.cfinsights.org/Tools/BenchmarkingCustomReports.aspx

Expert Guidance and Analysis. Consulting and Project Support. Benchmarking and Custom Reports. Dashboards for Board Presentations. CF Activity-Based Costing Analysis. Benchmarking and Custom Reports. Dashboards for Board Presentations. CF Activity-Based Costing Analysis. Take a Tour of the Benchmarking Tool. See how you can select a peer group using over 80 different criteria and view reports on data in several important content areas. Entering CF Insights Data. Entering CF Insights Data. Special Initiat...

cfinsights.org cfinsights.org

CF Insights – Services

http://www.cfinsights.org/Services/Overview.aspx

Expert Guidance and Analysis. Consulting and Project Support. Benchmarking and Custom Reports. Dashboards for Board Presentations. CF Activity-Based Costing Analysis. Expert Guidance and Analysis. Consulting and Project Support. Take a Tour of the Benchmarking Tool. See how you can select a peer group using over 80 different criteria and view reports on data in several important content areas. Entering CF Insights Data. Entering CF Insights Data. Creating Peer Groups and Benchmarking Reports. What new co...

cfinsights.org cfinsights.org

CF Insights – Expert Guidance and Analysis

http://www.cfinsights.org/Services/ExpertGuidanceandAnalysis.aspx

Expert Guidance and Analysis. Consulting and Project Support. Benchmarking and Custom Reports. Dashboards for Board Presentations. CF Activity-Based Costing Analysis. Expert Guidance and Analysis. Consulting and Project Support. Take a Tour of the Benchmarking Tool. See how you can select a peer group using over 80 different criteria and view reports on data in several important content areas. Entering CF Insights Data. Entering CF Insights Data. Creating Peer Groups and Benchmarking Reports. Operating E...

cfinsights.org cfinsights.org

CF Insights – Knowledge

http://www.cfinsights.org/Knowledge/Overview.aspx

Expert Guidance and Analysis. Consulting and Project Support. Benchmarking and Custom Reports. Dashboards for Board Presentations. CF Activity-Based Costing Analysis. Expert Guidance and Analysis. Peer Learning and Connections. Consulting and Project Support. Benchmarking and Custom Reports. Dashboard for Board Presentations. Activity-Based Costing Analysis Model. Economic Scenario Planning Model. Trend Analysis and Rankings. Reports on Key Issues and Ideas. Data Collected by CF Insights. CF Insights col...

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Colonial Construcion – Restoration Specialists

Colonial Construction has over 56 years of experience working hand in hand with insurance companies and adjusters to assure your claim will be handled professionally and concluded successfully. We will provide you with a prepared itemized estimate after a thorough inspection of property damage. Licensed and serving commercial and residential properties in Delaware, Maryland and Pennsylvania.

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Colonial Green Construction of New England - 603-532-7005

1032 Route 119, Unit 6. Rindge, NH 03461. Choosing the right construction company for your project is an important decision. Perhaps the most important one. It is key to ensuring your needs are met and expectations exceeded. While many companies have similar capabilities, Colonial Construction Services of New England is distinctively different. Learn more . . . Over 20 Years in the Business. Consistent Five Star Service Ratings. Licensed, Bonded, and Insured. Call today for a free estimate. After you put...

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General Contractor | Williston, TN

Williston, TN 38076. Reliable General Contractor in Williston, Tennessee. For your next residential or commercial renovation. Be sure to call in a general contractor who get the job done quickly and at a fair price. At Colonial Construction Company, we make sure you are always pleased with the final product, and guarantee all our work. Us to learn more about the best general contractor anywhere around. Learn More about Colonial Construction Company.

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Investment Advisors | Colonial Consulting Investment Consultants | Investment Advisory Services • Full Service Investment Consulting Firm

The Salvation Army is proudly the largest provider of social services in the United States. Nearly 30 million Americans receive assistance from The Salvation Army each year through a broad array of services that range from providing food for the hungry, relief for disaster victims, assistance to individuals with disabilities, outreach to the elderly and ill, clothing and shelter to the homeless, rehabilitation treatment, and opportunities for underprivileged children. Curtis Institute of Music. Kessler F...

colonialconsulting.info colonialconsulting.info

Investment Advisors | Colonial Consulting Investment Consultants

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. Why choose Colonial Consulting as your Investment Advisor? Long-term investment results for clients. Traditional and alternative investing.

colonialconsulting.net colonialconsulting.net

Investment Advisors | Colonial Consulting Investment Consultants

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. Why choose Colonial Consulting as your Investment Advisor? Long-term investment results for clients. Traditional and alternative investing.

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