Colonial Consulting’s Brian Crawford Discusses Outsourcing at the 7th Annual OCIO and Investment Outsourcing Summit

Colonial Consulting’s Brian Crawford Discusses Outsourcing at the 7th Annual OCIO and Investment Outsourcing Summit


New York, NY, March 19, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Managing Director and Senior Consultant Brian Crawford will be serving as a panelist at the 7th Annual OCIO and Investment Outsourcing Summit. The conference is presented by Financial Research Associates and will be held on March 20th and March 21st at the Princeton Club in New York.

Mr. Crawford’s panel is entitled “Is Outsourcing Right for Us or Not? If So, In What Capacity?” and will take place on the first day of the conference. The moderator is David Kushner, founding partner of Global Asset Management Consultants. Brian will be joined by Brett Rubinson, founding partner of Veritable LP, and Brian O’Donnell, managing director and a senior institutional portfolio strategist at U.S. Trust.

The 7th Annual OCIO and Investment Outsourcing Summit is designed to let attendees learn from an investor tell-all panel discussing the realities of outsourcing investment functions, examine the various types of outsourcing models and the differences between them, hear case studies on how to hire an outsourcer from those who have been through the process, gain valuable insights on how to evaluate and monitor outsourcing providers, and learn how to manage the complex due diligence process in provider selection.

About Colonial Consulting, LLC

Colonial Consulting is a leading investment consulting firm founded in 1980 with a focus on contributing to strong investment returns. With the firm’s experience, expertise, and in-depth research, Colonial Consulting provides valuable investment advice and full service consulting to help its clients meet their financial objectives. The firm has always focused on non-profits and approximately 90% of client assets are held by endowments or foundations. As a result, the firm is structured to specifically work with the requirements and challenges of these institutions. Colonial Consulting’s efforts are focused on a number of areas and are driven by the deeply rooted philosophy that the firm exists to serve clients and that their success defines its own.

About Financial Research Associates

Financial Research Associates provides the financial community with access to business information and networking opportunities. Offering highly targeted conferences, FRA is a preferred resource for executives and managers seeking cutting-edge information on the next wave of business opportunities. To learn more, please visit

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