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 (2nd Quarter 2018)
Uncertainty and Strife – “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair….”
- Tale of Two Cities – Charles Dickens
Eye of the Beholder – This country is as beset by uncertainty and division as was France in Charles Dickens’ novel. In the current political environment it is virtually impossible to achieve agreement on any issue of consequence. The country is so divided politically it is difficult for the average person to determine what the truth is or even if it is possible to define truth. Political spin masters have determined they must communicate their truth to their political base. Since participation in the Democrat and Republican parties has continued to erode and independents now are believed to outnumber each, where are voters of any persuasion able to gather objective information on the issues of the day?Read More