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Colonial Consulting in the News

Amita Schultes of Colonial Consulting to Present at The Community Foundation for the Greater Capital Region


New York, NY, December 3, 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 at the third annual Investment Outlook program designed by The Community Foundation for the Greater Capital Region on December 5, 2012. The annual reception will be held at the Fort Orange Club in Albany, New York.

The reception is titled "Investment Outlook 2013: Investing in Volatile Times" and features presentations and a roundtable discussion, followed by a presentation of the Philanthropic Advisor of the Year Award to Marvin Freedman. During this event, Ms. Schultes will be joined by Matthew Botein, Managing Director and Head of BlackRock Alternative Investors, Sharmin Mossavar-Rahmani, CIO of Private Wealth Management from Goldman Sachs, and Robert G. Smith, Ph.D., founder of Smith Affiliated Capital. The reception will be attended by over 100 donors, prospects, and local businesspeople.

For 42 years, The Community Foundation for the Greater Capital Region has worked to improve the quality of life in the region by promoting and facilitating effective philanthropy. For more information about the event, please visit 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 Community Foundation for the Greater Capital Region
Since 1968, The Community Foundation for the Greater Capital Region has provided an effective means for people who care about this community to be part of shaping its future. Currently, the Foundation manages over 340 funds with assets totaling $51 million, and has granted more than $36 million to not for profit organizations since inception. Through flexible donor services, strategic grantmaking and community leadership, the Community Foundation helps people support the causes they care about, now and for generations to come. In 2010, this partnership resulted in nearly 900 grants to local and national organizations totaling more than $3 million. For more information on The Community Foundation for the Greater Capital Region please visit or call 518-446-9638.

Please direct all press inquiries to:

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