Needham Investment Co

Bogle Investment Management is an employee-owned investment boutique based in Newton Lower Falls, MA, founded in 1999. The firm focuses on delivering value to a select group of institutional clients by leveraging innovative investment ideas across global markets. With a commitment to transparency and compliance, Bogle provides general information about its services but does not offer personalized investment advice or solicit securities transactions. The firm emphasizes the importance of reviewing detailed offering memorandums prior to any investment decisions, especially regarding risks and liquidity limitations. Generated from the website

Balanced Rock Investment Advisors is a Boston-based financial advisory firm that simplifies the complex world of personal finance and responsible investing, making it accessible and affordable for everyone. With a focus on financial planning, client values, and lowering fees, they prioritize the interests of their clients over selling financial products. As a Fee-Only and Fiduciary-Only advisor, Balanced Rock doesn't sell any financial products and is directly paid by their clients. They offer comprehensive financial planning services at an hourly rate, as well as wealth management services with unlimited financial planning for clients with larger portfolios. Their process involves building a personalized portfolio based on clients' goals, values, and risk tolerance.Generated from the website

Shorepoint Capital Partners LLC is a privately owned, fee-only registered investment advisor based in Norwood, MA. They specialize in providing customized wealth planning and investment management services to individuals and families, institutions, small businesses, and retirement plans. With a focus on personalized relationships and understanding clients' goals, Shorepoint offers objective financial advice and tailored wealth management strategies. As a registered investment advisor and financial advisory firm, Shorepoint Capital Partners is committed to delivering customized, fee-only services to their clients. They prioritize remaining privately owned to maintain their focus on providing objective financial advice and customized wealth management strategies, without any middlemen, commissions, or corporate hierarchy. With experienced professionals and a dedication to understanding clients' needs, Shorepoint Capital Partners offers an alternative to the one-size-fits-all approach to wealth planning and investment management.Generated from the website