James Bell
LP
Colonial was founded in May of 1980 with the intention of primarily serving not-for-profit institutions. It currently works with over 130 clients, totaling approximately $33 Billion in assets under advisement.
We work very closely with all trustees and staff, and view ourselves as partners in helping our clients meet their long-term investment objectives, which ultimately leads to supporting their overall mission and goals.
Specialties: Conducts alternative investment manager due diligence and evaluations focusing on hedge funds and fund of hedge funds.
Developing alternative investment recommendations and asset allocation strategies including creating customized hedge fund and fund of hedge fund portfolios.
Building relationships with new and established alternative investment managers and serve as a resource for Colonial's Clients' alternative investment related inquires.