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)
Another Approach to the Holidays –“Money, to some extent, sometimes lets you be in more interesting environments. But it can’t change how many people love you or how healthy you are.” - Warren Buffett
Black Friday –It has arrived. Black Friday is here. Consumers will dutifully break out their credit cards or even old fashioned cash to purchase gifts for family and friends. In the not-too-distant past, retailers of all stripes waited with great anticipation for the Christmas (now referred to as the Holiday Season) rush because for many of them their annual profits depended largely on the magnitude of their sales during the brief span between this day and the first of the New Year. Read More