Its charities are the North Carolina Outward Bound School and Pitt Hopkins Research Foundation.
The Colony Group, headquartered in Boston, is the winner of the Trailblazer award. The firm was founded in 1986 and has grown to a team of over 140 professionals serving clients across 10 offices that oversee more than $8 billion in managed client assets.
The award recognizes a firm that is forging new ground in the independent advice space by combining entrepreneurial spirit and drive to advance the industry’s interests.
Its chosen charity is Colony Cares.
Fiduciary Investment Advisors, winner of the Best-in-Retirement award, is headquartered in Windsor, Conn. It has been in business for more than two decades and oversees more than $60 billion in retirement plan assets.
The award honors an independent record keeper or advisor that focuses on retirement plans, understands the unique needs of plan sponsors and/or participants; and has developed an innovative approach to serving them.
Its chosen charities are the Boys & Girls Clubs of Boston and YMCA of Greater Hartford on behalf of Fiduciary Investment Advisors.