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Directions from Sagamore Bridge

· Stay on US-6E to Exit 5.
· Follow off ramp to roundabout and take first exit onto RT-149.
· Stay straight to go onto Osterville West Barnstable Road for 1.1 miles.
· At stop sign turn Left onto Race Lane .
· Then take your immediate right onto Osterville West Barnstable Road .
· Follow for 2.5 miles crossing through traffic signal at Route 28.
· Turn left onto South County Road at following stop sign.
· Stay on South County Road for about a mile and our office is on the right. It is a one story building with yellow shutters and two signs in front a blue one, ours, and a green one. There is a driveway just beyond the sign with parking in the rear, which is where our office is located.

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.

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

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Quarterly Commentary from our Economist John Ladner (3rd Quarter 2019)

2019 Market Commentary