• 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.