Investment Companies in Boston, MA

Our distinct focus is on the preservation and prudent long-term growth of our customers' capital. Through the efforts of a well trained investment team using fundamental research, securities are identified and purchased to establish an individually tailored portfolio to suit the specific requirements of each personal customer.

Beacon Capital Management Advisors BCM is dedicated to delivering objective advice and guidance to personal investors and corporations across the US. Are you satisfied with your current portfolio or do you want to build a new one? Receive free advice on your current portfolio or aid selecting a new one.

Hawthorne Securities Corporation, set up in 1976, is a member of the Financial Industry Regulatory Authority FINRA and the Securities Investor Protection Corporation SIPC. Our primary mission is to supply a comprehensive array of brokerage and banking services for individuals and corporations.

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Winslow, Evans & Crocker., a complete-service investment company, is established on the idea that every investor has unique requirements. We believe that all investors should have approach to the highest we currently have to provide, free from off-the-shelf limitations. At Winslow, this matters that you have a direct connection to a staff of internal experts with specific industry experience and resources.

We at Reynders, McVeigh Capital Management believe that strong and lasting customer relationships are based on trust - on the sure knowledge among our customers that we'll always provide independent and unbiased advice; on the clear understanding that we'll deliver on our commitments.

Frontier Capital Management Company is committed to delivering superior investment management to institutional and personal customers through the application of a disciplined, research driven process. We seek to build long lasting, personalized relationships with our customers based upon attentive service and investment excellence.

Walden Asset Management has been a leader in socially responsive investing since 1975, managing our customers' assets to reach their specific financial and social objectives. For both institutions and individuals, Walden strives for superior investment performance with attentive and best quality customer service.

Lineage Capital is a private investment company focused on partnering with family-controlled and owner-managed closely-held middle market businesses. Lineage employs a differentiated investment approach that supplies shareholders with significant liquidity and, at the same time, enables them to retain control of the board of directors and up to 50% of the economic ownership.

Northfield is a market leader in delivering investment specialists analytical and operating efficiency tools to enhance personal portfolio and company-huge performance. Founded in 1985, Northfield has developed open, analytical models to identify, measure and control risk. These risk models cover most marketable securities traded world-huge.

Cadence has a singular focus - to supply our customers a successful investment experience that meets or exceeds their investment objectives. Tangible evidence of the Cadence commitment is our since-inception record of outperforming our benchmarks. Our long-term performance reflects the collective talents of our investment staff.

Since our establishment in 1985, Congress Asset Management has maintained a respected reputation within the investment management community. We maintain a total commitment to our customers and commitment to successful investment management on their behalf.

Serving the investment requirements of instutitional, high net worth and mutual fund customers for over seventy years. Prices reflect close as of previous business day.

To supply selected investment services of the highest calibre, performing with precision, with discretion, and with integrity. To gain the trust of each customer. We do not seek to be all things to all people; we define specific investment tasks and perform them with distinction. Firms are distinguished by their style. We indeed afford our clientele the highest calibre of investment services.

Boston Common Asset Management is an employee-owned social investment company committed to the pursuit of financial return and social change. We seek sustainable, long-term capital appreciation by investing in enterprises we believe are both high-quality and socially responsible. We employ time-tested value and core strategies. Our disciplined approach emphasizes analytical rigor.

Confidentiality, integrity, continuity and reliability: these are the core values of Family Capital Trust. The firm takes a conservative approach to preserving a family's wealth, focusing on current financial aims while delivering flexibility for changing requirements and future generations.

John Chisholm, Acadian's co-CIO, explains the quantitative approach used by Acadian Asset Management's portfolio managers. With quantitative approaches facing many challenges and critiques over the past market cycle, Terry Burnham and the Acadian research staff present the counterargument.

The Boston Security Analysts Society. was established in 1946 as a forum for the exchange of information for the investment community. BSAS has over 5,000 members and is a founding member Society of CFA Institute.

Tudor has been investing in venture capital and other private equity opportunities since the early 1990's. ltd partners in this fund include huge institutional, endowment, fund of funds, and high net-worth personal investors along with significant investments from Tudor's proprietary capital and the Tudor Ventures' principals.

Jesup & Lamont, a vintage Wall Street company that has retained its original name and business principles for more than 125 years, is a noteworthy exception. The company's distinguished history started at the dawn of the industrial revolution. When James Jesup and Lansing Lamont -- two highly regarded New York financiers -- formed their partnership in 1877, oil and railroads.

C.P. Baker & Company 2 assists to source investment capital and supply operational guidance for firms that are often perceived as too tiny by traditional venture capital firms. We leverage our management staff's significant operational and financial expertise to create an exceptional integrated framework that relies on, and builds, successful long-term partnerships.

Sigma Partners invests in exceptional entrepreneurs, and together we make extraordinary things happen. As a pillar of the venture capital industry for twenty five years, Sigma Partners supplies support and strength to entrepreneurs driven to build great firms.

What deposit services do you offer? Do you offer online banking services? Can I get information on home equity, construction and mortgage loans? What commercial lending services do you offer to individuals? Do you offer commercial real estate loans? What investment management and trust services are available? Can I get aid with my philanthropic efforts? Where are your offices and ATMs situated?

The relationship between trustee and customer is at the center of everything we do at Loring, Wolcott & Coolidge. Our trustees make a career dedication to our customers. Through our Sustainability Group, customers can align their investments with their values, working to build a better world, while pursuing financial performance.

Freedom Square Asset Management is a multi-fund asset director focusing on investments in non-US equities. Our value-oriented investment strategy employs a bottom-up stock-picking process that combines quantitative screening with fundamental research.

As the investment management division of Bank of America, Columbia Management seeks to leverage our scale and expertise to benefit our clients. The result is a more competitive organization that invests its resources in research, product development and portfolio management groups, building investment platforms that are created to provide strong, sustainable results.