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 2017)
Self-Inflicted Wounds – “It’s hurting the average American that we don’t have these right policies … we have become one of the most bureaucratic, confusing societies on the planet.” – Jamie Dimon, Chief Executive Officer of J. P. Morgan Chase.
Leadership Void. - Furthermore, Mr. Dimon declared our elected officials in Washington and the bureaucracy they have created as having little understanding or appreciation of the need for pro-business policies to promote continued growth in the economy. His pointed criticism was a result of what he observed on an overseas work trip. The continuing waves of ineptitude flowing from our nation’s capital reinforce his remarks. Read More