Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your Family Office

The Colony Group is reimagining the “family office” for clients. Once only available to the wealthiest families, you now have access to our collection of distinct, selective family office services—all in one place and delivered by a coordinated team of financial specialists.

Business Management

Entertainers, athletes, executives, business owners, family enterprises, and non-profit organizations choose The Colony Group to manage the accounting and financial details that come with their great achievements. Explore a rich array of business management services to help keep you on track and in control of your business and personal finances.

Business Owners

Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.

Executives

Executives – corporate, private company, or venture capital – face unique challenges. The Colony Group’s deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you.

Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.

Professionals

For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.

Attorneys, Physicians & Other Professionals

Entertainers & Athletes

Entertainers
- Business Management
  Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
Athletes
- Career Phase Strategies & Business Management
  Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.

Institutions – OCIO Solutions

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your Family Office

Business Management

Business Owners

Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.

Executives

Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.

Professionals

For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.

Attorneys, Physicians & Other Professionals

Entertainers & Athletes

Entertainers
- Business Management
  Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
Athletes
- Career Phase Strategies & Business Management
  Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.

Institutions – OCIO Solutions

Seth Hieken, CFA

Senior Portfolio Manager, Director of In-House Solutions

Boston, MA

Focus Areas

Author
Equity Research
Portfolio Management
Investment Committee member

Seth is a longtime member of The Colony Group, having joined the firm in 1994. He is the Executive Vice President of Proprietary Strategies and a Principal of The Colony Group.

With more than 25 years of experience in investment research and portfolio management, he is the lead manager on The Colony Group’s mid-cap strategy. Seth also manages a select group of large-cap portfolios while taking an active role in equity research. In addition, he holds the Chartered Financial Analyst^® designation and is a member of the CFA Institute and the Boston Security Analysts Society. Before Colony, Seth was a portfolio manager and research analyst for the trust department of Hutchins, Wheeler and Ditmar.

Seth is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind, and has been published in various trade publications, including Advisor Perspectives and the Boston Business Journal. He also has been quoted in Investment News, U.S. News & World Report, and Bloomberg News and interviewed on multiple occasions by Wall Street Transcript. He earned a Bachelor of Science from Cornell University and a Master of Science in Finance from Bentley University.

Published Insights

Investment & Market Analysis

The Rise and Fall of Speculative Stocks Explained

February 4, 2021

While overall equity returns were unremarkable in January, speculative trading in a few stocks was electrifying. As investors focused on traditional measures of company and economic health, such as earnings and economic growth, momentum drove several names to unusually high levels. We asked Seth Hieken, Director of In-House Solutions and Senior Portfolio Manager about the peculiar market activity. You’ve discussed how the combination of...

Can the Market Get High on its Own Supply?

April 27, 2018

How many companies are in the Wilshire 5000—a broad index of publicly traded domestic stocks? On the surface, this appears to be a brain teaser akin to “what color...

Is this rate cycle different?

April 18, 2017

Federal Reserve Chair Janet Yellen signaled last week that monetary policy is on the path to normalization and that the long period of extremely accommodative short term interest rates...

Brexit: Another Tile in a Broader Mosaic

July 8, 2016

It is easy to lose one’s bearings untangling the possible political permutations following “Brexit,” the United Kingdom’s recent decision to proceed down the path of secession from the European...