HQ Function

Serves as the primary hub for executive leadership, strategic planning, core investment research, compliance, and centralized operational support for its national network of offices.

Notable Features:

Located in a prominent Class A office tower in Boston's Financial District, offering modern facilities and convenient access for clients and employees.

Work Culture:

The Colony Group fosters a collaborative, client-centric, and intellectually rigorous work environment. Emphasis is placed on professional development, teamwork, and upholding fiduciary standards.

HQ Significance:

Boston is a major financial center in the U.S., providing access to a deep talent pool, industry networks, and a sophisticated client base. The headquarters' location reinforces the firm's established presence in the wealth management industry.

Values Reflected in HQ: The headquarters reflects values such as professionalism, stability, excellence, and a commitment to providing high-quality service from a central, prestigious location.

Location:

The Colony Group is primarily focused on serving clients within the United States, with a robust network of offices across the country. While they do not maintain physical international offices, they support clients with international financial interests, including U.S. expatriates and clients with global assets or cross-border financial planning needs. This is often managed through their U.S.-based teams, leveraging global investment platforms and potentially collaborating with international partners when specialized local expertise is required.

Street Address:

Two International Place, Suite 2500

City:

Boston

State/Province:

MA

Country:

USA