This is Focus’ fourth transaction in 2011; the partnership will become effective October 1, 2011. With its investment, Focus will grow to $45bn in assets.
Focus Financial Partners founder and CEO Rudy Adolf said that Colony is simply one of the best independent investment advisors in the market and they are thrilled to be partnering with them.
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"The addition of Colony further strengthens our unique partner model and we look forward to adding more high-caliber independent, fiduciary-minded advisors in the months and years to come," Adolf added.
With over 40 employees on staff, Colony provides comprehensive wealth management services, including investment management, tax planning and preparation, as well as corporate advisory services. The firm serves over 800 clients including high-net worth individuals, families, and institutions.
In addition to the firm’s Boston headquarters, Colony has established offices in Naples and West Palm Beach, Florida, as well as Washington D.C.
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