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 (2nd Quarter 2022)
Economic Woes – –- After the decline in corporate earnings in this year’s first quarter, investors were confronted with the possibility the economy might be faltering and how this might impact financial markets. Before most investors could adjust, the stock market registered its worst six month decline in at least 40 years. The Standard and Poor’s 500 dropped 20 percent, while the tech-heavy NASDAQ plunged roughly 30 percent.Read More