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 2018)
Opportunity Knocking? – – “The future is never clear; you pay a very high price in the stock market for a cheery consensus. Uncertainty actually is the friend of the buyer of long-term values.” Warren Buffett, investment manager par excellence.
On a Roll - – The performance of the stock indices during the first quarter was unremarkable. In fact, both the Standard and Poor’s 500 and the Dow Jones Industrials provided minor negative returns. A quick change in direction during the last two weeks in April helped to lift the market into positive territory, yet to listen to the commentators on the financial news networks or to read recent market assessments, it would be easy to conclude the bull market had resumed. Although a gradual rebound occurred, the path forward continues to be marked by instability. Read More