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Boston Office: 346 Commercial Street, Boston, MA 02109
Cape Cod Office: 411 Main Street (Route 6A), Yarmouthport, MA 02675

617-600-5488   Toll-Free:  877-472-5175

Investments

You require sophisticated and attentive asset management to maximize your portfolios' total returns in light of your risk tolerance. We construct each investment portfolio after an extensive analysis of your risk tolerance, investment objectives and time horizon.

After ascertaining these factors, we design an investment strategy to address your needs, based on your investor profile. We believe that the key to effective asset management is creating and maintaining a diversified investment portfolio that is designed to work for you for many years.

  • Mutual Funds, UITs, REITs and Limited Partnerships
  • ETFs, Stocks and Bonds
  • Variable, Fixed, and Indexed Annuities
  • Institutional Management Programs and Separately Managed Accounts
  • Cash Management Strategies

 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. No strategy ensures success or protects against a loss.