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 (1st Quarter 2019)
The Beat Goes On –“Jobless Rate Hits a 50 Year Low” was the headline in the Wall Street Journal on its weekend edition (May 4-5, 2019)
Economy Cruising – –How well has the economy been performing? The National Bureau of Economic Research has reported the country is now in its 119th month of economic expansion. This is more than double the average of past expansions. This positive news was reinforced by the announcement of growth in the first quarter of 3.2%, which was much better than the 1-2% level that was predicted.Read More