ur firm is located in the heart of the financial district of Boston. We are an independent registered investment advisor. We are 100% employee owned.
Our general approach is income with growth and an emphasis on preservation of capital, diversification, and sensible risk.
We do all our own fundamental research. We use government filings, company reports, and meet with 300-400 company managements per year.
We offer custom managed accounts including balanced, diversified equity, and high dividend products.
We are, SEC-registered, with GIPS compliant and GIPS verified investment performance.