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 (4th Quarter 2020)
Storm Clouds Gathering – –- Some early forecasts indicated this year’s hurricane season might be much more intense than has been experienced in recent years with as many as three or four major storms impacting several of the usually vulnerable coastal areas of the U.S., particularly in the southeast. These are some of the same areas currently coping with serious Covid-19 outbreaks. Throughout the economy, government entities and businesses are being required to cope with a myriad of challenges making it impossible for many businesses to devise a plan of action allowing them to lift their revenues and earnings back to pre-Covid levels.Read More