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Colonial Consulting in the News

Colonial Consulting's Amita Schultes Selected as Panelist at the CFA Society of Philadelphia's Annual Endowment and Foundation Conference


New York, NY, June 4, 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 speaking as a panelist at the 4th Annual Endowment and Foundation Conference for the CFA Society of Philadelphia. The sold out event will be held on June 6 at the Hub at Cira Centre in Philadelphia, PA.

At the day long conference, Ms. Schultes, Ph.D. will be discussing "Investing in a Low Yield Environment". The panel will be moderated by Lucy Momjian, CFA, from Vanguard. Ms. Schultes, Ph.D. will be joined by Ken Duncan from Castle Peak Capital Advisors, Michael Drury from McVean Trading and Investments, and Daniel Wallick from Vanguard. 鈥淚 am honored to be representing Colonial Consulting at the conference and sharing our views about this key and timely topic.鈥, said Ms. Schultes, Ph.D. This year's program sponsors for the event include Aberdeen, Parametric, Vanguard, and Wilmington Trust.

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 CFA Society of Philadelphia
CFA Society of Philadelphia (CFAP) was founded in 1943 to further the interchange of information and opinions among people in the investment community, to foster a high standard of ethics and to promote a clear public understanding of the functions of security analysis. The Society also encourages continuing education in financial analysis for practitioners. The organization is a Charter Society of the CFA Institute and is the seventh largest Society in the U.S. with approximately 2000 members. For more information, please visit

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