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.
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Osterville, MA 02655
Quarterly Commentary from our Economist John Ladner (3rd Quarter 2019)
Politics and Economics – Impeachment and Tariffs – –The final quarter of 2019 has arrived and the atmosphere in Washington D.C. has assumed the tone of a daily soap opera. The political episodes feature either Speaker of the House Nancy Pelosi with her various House committees attempting to convince the public the President should be impeached or the President tweeting ceaselessly that it is just another unwarranted witch hunt.Read More