For over 40 years we have been an independent RIA with offices in Boston, Portland and Cape Cod. Half of our employees are shareholders and own 100% of the firm. We wish to remain employee owned and have an outstanding team of professionals. We invest in individual securities and our LargeCap strategy has outperformed the S&P for the past 15 years. In addition, we have an exceptional team of attorneys and CFPs to address the Wealth Management needs of our clients.