Lisa C. Longest, Aif® Email & Phone Number

With over 20 years of investment experience, my days are spent working with non-profit organizations to guide them in developing an investment process to achieve their financial goals. I support the community enrichment missions of my institutional clients and am an advocate for women serving on the boards and in leadership positions. The Colony Group is a solutions-oriented financial advisory firm with a team of experienced professionals, including analysts, portfolio managers, accountants and attorneys, who are equipped to support the fiduciary requirements and sophisticated investment needs of nonprofits and institutions. Our institutional team serves as an Outsourced Chief Investment Officer and takes responsibility for asset allocation, manager selection, rebalancing, reporting, custodial coordination, and fiduciary assessments. Our purpose is directly linked to our client's mission statement and the realization of their specific financial objectives.When I am not at the office, I enjoy water sports, fishing, gardening, cooking, and spending time with family and friends.

Listed skills include Investment Management, Portfolio Management, Asset Allocation, Non Profit Consulting, and 5 others.