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Colonial Consulting in the News

Brian Crawford of Colonial Consulting to Present at the Sacramento Region Community Foundation's "Managing Funds for the Present and Future"

Colonial Consulting Senior Consultant to Speak on Managing the Foundation's Investment Portfolio through Volatile Times


New York, NY, April 18, 2011 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Senior Consultant Brian Crawford will be speaking at the Sacramento Region Community Foundation's "Managing Funds for the Present and Future" on April 20, 2011. The seminar will be held at the Capital Public Radio Community Room in Sacramento.

Brian Crawford, CFA will be presenting to various donors, Board members and staff of the Sacramento Region Community Foundation. The discussion will include a review of the current portfolios, objectives of the Foundation and thoughts, concerns and opportunities going forward.

The Foundation manages over 400 different funds and makes grants to nonprofit organizations from its charitable funds. During 2010, the Foundation and its generous donors awarded $4.3 million in grants to hundreds of nonprofit organizations throughout Sacramento, Placer, El Dorado and Yolo counties and beyond. The Foundation also provided tuition assistance to over 300 local students by awarding a total of $730,000 in scholarships. More information about the foundation can be found at their web site.

About Colonial Consulting, LLC鈥ㄢ
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 Sacramento Region Community Foundation鈥ㄢ
The Sacramento Region Community Foundation is an advocate for quality of life, dedicated to connecting people who care with charitable causes. An effective steward of the region鈥檚 charitable assets since 1983, the Foundation鈥檚 mission is to serve as a leader and trusted partner in expanding philanthropic activity and enhancing its impact for the betterment of our communities. From charitable funds established by individuals, families, businesses and organizations, the Sacramento Region Community Foundation awards grants and engages in leadership activities to address a wide variety of current and long term community issues.

Please direct all press inquiries to:鈥ㄢ
Charles Georgalas鈥
750 Third Avenue 20th Floor鈥
New York, NY 10017鈥