The Colony Group is an SEC Registered Investment Advisor providing individuals and institutions with personalized investment management services. Our team of experienced CFA charterholders constructs and manages investment portfolios by utilizing a research-intensive, bottom-up fundamental discipline. This approach enables us to identify what we believe are high-quality growth companies trading at reasonable prices. Brian Katz is the Chief Investment Officer of The Colony Group and is the lead Portfolio Manager for the company’s large-cap equity strategy, which has assets under management of almost $300mm. The Colony Group’s large-cap strategy invests in approximately 30 – 40 securities with market caps generally greater than $5bb. The Portfolio Manager and analysts endeavor to find growth companies with defendable competitive positions that generate strong free cash flow.