An independent fee based only investment advisory firm with over 100 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 (4th Quarter 2020)
No Change – –- The atmosphere in our nation’s capital remains toxic. Many voters believed if they were able to replace President Trump we would have a chance to experience the unity promised by President Biden during his campaign. This hope has already been dashed. In spite of the declarations of our new President to be a President for all the people as well to reach out to members on the other side of the aisle in Congress, his actions contradict his words. Our new President came charging out of the gate with a flurry of Executive orders. He has already signed more than twice as many as Presidents G.W. Bush, Obama, and Trump combined during their initial 60 days.Read More