Capital Management Partners

Loring, Wolcott & Coolidge is a professional family office that offers a wide range of fiduciary and investment management services. Additionally, the firm has developed specialized services for socially responsible investors and provides personalized trust services without the corporate formalities. It assists clients in understanding the transfer tax laws, explains the common techniques for minimizing taxes and discusses alternatives in dealing with family issues. The firm also assists clients with questions about income tax planning, financial decisions and budgeting issues. It provides advice to clients on giving cash and appreciated securities and also assists clients in making personal gifts for estate planning purposes. It also provides comprehensive bill payment and bookkeeping services. Loring, Wolcott & Coolidge is located in Boston.

Polaris Capital is a financial services firm based in Boston, MA, specializing in investment management and advisory services. With a focus on building long-term relationships with clients, Polaris Capital offers personalized strategies to help individuals and businesses achieve their financial goals. Generated from their business information

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website