Investment Management

Our investment philosophy is simple: We take a long-term perspective to achieving your investment goals because a long-term perspective works best. We build your portfolio based on the principles of diversification and market dimensions that include company size, relative price and profitability. Our fiduciary responsibility to you means we select investments with your best interest in mind. The result is a portfolio grounded in decades of academic research and customized to meet your growth, income and risk tolerance needs.


Riverside Center | 275 Grove Street | Suite 2-400 | Newton, MA 02466

By Appointment Only
508-242-9400  |

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.