We assist institutional clients, individuals, trusts, and Massachusetts retirement systems to invest their portfolios.

Assisting indivuals, corporations & religious/non-profit organizations with financial investing,

 across New England, for the past 30 years!


  • committed to providing personalized attention and customized portfolios to our clients

  • responsive and available to discuss our clients' portfolios directly

  • respectful of our clients' values and personal preferences

  • a seasoned investment team focusing on your needs and on long-term returns

  • engaged only in the business of investment management and 100% management-owned

  • a firm that receives no commissions, retainers, or hidden fees and is free of any potential conflicts with external shareholders