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.

Like many of our clients, you may be concerned about the effects of global warming. We are too. That is why we can offer portfolios that emphasize sustainable investing. Both our U.S. and international sustainability portfolios emphasize companies that limit humans’ carbon footprint, and minimize or exclude companies that do not. These portfolios also highlight social concerns such as factory farming, cluster munitions, tobacco and child labor. In this way, we help you invest your conscience while offering broad sector diversification and helping you achieve your investment goals.


266 Main Street | Suite 17  |  Medfield, MA 02052  |  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.