Investment Management

Always in your best interest.

We manage your account from a “total portfolio” perspective, incorporating your individual needs and objectives with our extensive resources.


 
  • Clearly Defined Investment Process
    Customized portfolios are built using our best investment ideas, relying on in-depth research by our analysts


    Principles

    • Emphasis on long-term, risk-adjusted total return
    • Management and control of risk
    • Preservation of capital
    • Invest according to fundamental, intrinsic value
    • Collaborative team approach for vetting best ideas
     

    Strategy

    • Identify attractive secular trends and themes
    • Minimize volatility by diversifying portfolios
    • Actively pursue inefficiently priced stocks and bonds
    • Multi-cap investment style
    • Appropriately use cash and fixed income
    • Rigorous sell discipline; protect downside
    • Selectively use exchange-traded funds and mutual funds
  • Broad Investment Platform
    Ensures best-in-class investment options using internally and externally managed investment strategies


    Areas of Emphasis

    Strategic Asset Allocation

    • Long-term, patient, risk-adjusted returns
    • Global diversification across risk factors and market exposures


    Tactical Asset Allocation

    • Short-/medium-term opportunities for overweight/underweight of securities, sectors or regions


    Instrument Selection

    • Flexible and objective approach to investing in the “best fit” instruments, securities, funds or ETFs



    Opportunity Set

    Passive Versus Active

    • Active where opportunities for alpha exist (net of fees, taxes and risk considerations)
    • Passive where conserving fees and trading costs is optimal yet the beta and diversification opportunity fit portfolio


    Internal Versus External

    • Internally managed strategies ideally suited as core holdings
    • External managers, funds or ETFs add exposure to global and/or less liquid asset classes


    Risk Management: Total Portfolio View

    • Integration of client business/personal assets with regard to market (beta) risks, interest rate risks, sector-specific concentrations and liquidity/cash flow needs
  • Internal Equity Strategies
    Each strategy typically holds 35-60 stocks complemented by ETFs or niche mutual funds where appropriate


    Core Equity

    • Growth and preservation of capital by investing in global equity securities
    • Large-cap style identifying undervalued quality companies with sustainable growth prospects


    Equity Income

    • Prioritizes dividend sustainability, growth potential and yield among global equities
    • Above-average current income with lower volatility than the benchmark


    Sustainable & Responsible Investing (SRI)

    • Seeks strong financial returns as well as positive impact in the community and environment
    • Environmental, social and corporate governance (ESG) factor research combined with traditional equity analysis
     

    Mid-Cap

    • Long-term capital appreciation by investing in mid-cap companies, typically with above average growth rates
    • Primary focus on mid- and small-cap stocks
  • Internal Fixed Income Strategies
    Each strategy typically holds individual bonds in lot sizes of $25,000 or greater completed by ETFs or niche mutual funds where appropriate
     

    Core Fixed Income

    • Preservation and growth of capital focusing on intermediate-term bonds
    • Average portfolio credit rating of A; may hold up to 15% in strategic funds; duration target +/- 1 year of benchmark


    Enhanced Yield Fixed Income

    • Preservation and growth of capital focusing on higher yielding securities with maturities up to 20 years
    • Average credit quality is investment grade; may hold up to 25% in strategic funds; duration target +/-1 year of benchmark


    Sustainable & Responsible Investing (SRI) Fixed Income

    • Competitive returns as well as positive impact in the community and environment
    • Environmental, social and corporate governance (ESG) factor research combined with traditional fixed income investment analysis

     

Get in touch

For more information about our Investment Management services, call:

844-251-0099 Email Us Find My Wealth Management Office

Investment Management Team

A highly talented and experienced investment team with an average of 19 years of industry experience constructs customized portfolios based on clients' unique goals.


Meet the Team

Investment Services for Nonprofits

As skilled partners to many area nonprofits we provide expert guidance and strategic solutions for each organization’s complex challenges, and offer specialty services customized for their needs. Members of the investment team serve on a number of nonprofit boards and committees, offering strategic advice and guidance.

  • Endowment Management
  • Investment Management

Among Top

25

Independent Investment Advisors in Massachusetts

According to the 2018 Boston Business Journal Book of Lists