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Colonial Consulting in the News

Amita Schultes of Colonial Consulting to Speak at the Stark Community Foundation


New York, NY, May 6, 2013 - 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 Stark Community Foundation Trust and Estate Planning Committee Appreciation Luncheon. The luncheon will be held on May 8 at the Brookside Country Club in Canton, Ohio.

At the luncheon, Ms. Schultes, Ph.D. will present "The Foundation's Investment Strategy and Overall Investment Outlook." The focus of the session is to review the investment performance and strategy of the foundation along with how they are positioning their portfolio for 2013 and beyond. Ms. Schultes will also be providing a market outlook and strategies for dealing with uncertain times.

Since 1963, when Stark Community Foundation was formed, hundreds of thousands of people's lives have been enriched through grants and scholarships totaling over $111 million. Stark Community Foundation has been the community's trusted partner in giving to nearly 600 individuals, families, businesses, and communities that have created funds to impact the lives of others through the most effective philanthropy possible. The role of the Foundation has grown from simple grantmaker to a community leader seeking long-term solutions to diverse community challenges. For more information about the event or to RSVP, please visit the event web page.

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 Stark Community Foundation
The mission of Stark Community Foundation is to support programs and services that enrich the community, while connecting people and the charitable causes which are important to them. As a community foundation, our vision is to dedicate our work in response to local needs and challenges through carefully designed funds and programs. We honor the wishes of our donors by managing their charitable gifts and helping them meet their individual goals for giving. As we achieve our mission and vision, we continue to strengthen Stark County, providing an improved quality of life for the residents of our community. For further information, please visit

Please direct all press inquiries to:

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