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Colonial Consulting in the News

Amita Schultes of Colonial Consulting to Serve as Panelist at the Community Foundation for the Greater Capital Region's Advisor Resource 2011

Colonial Consulting Director to Speak at Investment Outlook 2012


New York, NY, October 24, 2011 - 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 a panelist at Investment Outlook 2012 as part of the Community Foundation for the Greater Capital Region's Advisor Resource 2011 conference on November 1, 2011.

Investment Outlook 2012 will focus on managing funds for volatile times - for the past, present, and the future. Ms Schultes will be joined on the panel by John Fox of Fenimore Asset Management FAM Value Fund and Daniel P. Nolan from Hugh Johnson Advisors to talk about what to expect in 2012 and investment strategies for volatile markets. The expert panel will be moderated by Mark Eagan, President & CEO of the Albany-Colonie Regional Chamber of Commerce.

Advisor Resource 2011 is comprised of two sections with an opening session, breakouts, and a panel. The sections are Tax & Legal Updates for 2012 and Investment Outlook 2012. Advisor Resource 2011 takes place in the NYSUT Building in Latham, NY on November 1, 2011. Additional information regarding the conference can be found at the foundation's 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鈥
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. The Community Foundation offers donors a complete toolkit for charitable giving, expert assistance in learning more about the causes they care about, and the opportunity to join others with similar interests to learn and give together.

The Community Foundation distributed more than $3 million in 2010 to hundreds of not-for- profit organizations in the Capital Region and beyond. With assets of $51 million, the Foundation is comprised of more than 340 charitable funds created by a diverse group of individuals, families, and corporations. In addition, two local independent foundations, the Bender Family Foundation and the Equinox Foundation, contract with the Community Foundation for grantmaking assistance.

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. For more information, please visit or call 518-446-9638.

Please direct all press inquiries to:

Charles Georgalas鈥
750 Third Avenue 20th Floor
鈥∟ew York, NY 10017鈥