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Colonial Consulting in the News

Amita Schultes of Colonial Consulting to Present at The Catholic Community Foundation


New York, NY, September 17, 2012 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Director and Senior Consultant Amita Schultes, Ph.D. will be presenting a seminar with two CCF board members at the annual reception of The Catholic Community Foundation on October 3, 2012. The annual reception will be held at the University Club in Milwaukee, Wisconsin.

The seminar is titled "Tax Reform and Social Investing - Strange Bedfellows?". Ms. Schultes will be joined by the foundation's Chairman of the Board, Patrick Mehigan, and Board Member John Herbers.

The Catholic Community Foundation was established to serve the needs of individuals and families who wish to provide lasting support to those Catholic causes they care most about. The ultimate goal of the Foundation is to sustain and spread Catholic values by increasing the amount and effectiveness of philanthropy flowing to causes that support the mission of the Church in Southeastern Wisconsin. More information about the foundation can be found at their web site.

About Colonial Consulting, LLC
Colonial Consulting is a leading investment consulting firm founded in 1980 with a focus on contributing to strong investment returns. With the firm's experience, expertise, and in-depth research, Colonial provides valuable investment advice and full service consulting so that its clients can meet their financial objectives. The firm has always focused on non-profits and approximately 90% of client assets are held by endowments or foundations. As a result, the firm is structured to specifically work with the requirements and challenges of these institutions. Colonial's efforts are focused on a number of areas and are driven by the deeply rooted philosophy that the firm exists to serve clients and that their success defines its own.

About The Catholic Community Foundation
For more than 2,000 years, the Catholic Church and its people have carried forth Christ's message of love, branching out to every corner of the world, sharing the good news of salvation through acts of faith and good works. The Catholic Community Foundation continues this magnificent tradition. Established on July 1, 2001, the Foundation serves the needs of individuals and families who wish to make a lasting, growing contribution to the advancement of Catholic values. The Foundation also helps parishes, schools and Catholic organizations manage their long-term investment and endowment funds wisely, easily and cost effectively. Ultimately, our goal is to increase the amount and effectiveness of philanthropy flowing to causes that support the mission of the Catholic Church in Southeastern Wisconsin.

Please direct all press inquiries to:

Charles Georgalas
750 Third Avenue 20th Floor
New York, NY 10017