An independent fee based only investment advisory firm with over 80 years combined investment experience established in 1993. We tailor personal portfolios composed of individual securities based on the unique needs and risk tolerance of each client for a customized experience. Utilizing a conservative investment philosophy we select financially stable companies with positive growth prospects that have demonstrated consistent earnings growth to achieve your objectives.
896 Main Street
Osterville, MA 02655
Quarterly Commentary from our Economist John Ladner (4th Quarter 2020)
A Rude Awakening – –- Chicken Little was finally right. For investors, the sky did fall in the first quarter of 2020. As the coronavirus threat became clearer, investors rushed for the exits and the result was not pretty. According to an April 6 Wall Street Journal column, Quarterly Monitor, “the average U.S. stock fund fell 24.6%, mostly because of a 17.1% rout in March. Although the rapid spread of the virus began to gradually impact the psyche of the consumer, investors acted without hesitation by selling with abandon.Read More