- Our firm was founded in 1978, is based in Boston, and is registered with the SEC.
- Our general approach is income with growth with an emphasis on preservation of capital,
diversification, and sensible risk.
- We do all our own fundamental research.
- We use government filings, company reports, and
meetings with over 200 company managements per year.
- We offer custom managed accounts including balanced, diversified equity, high dividend products.
- We manage money for a handful of institutions, pension funds, charitable trusts, and high net
worth individuals.
For a copy of our Form CRS