We invest money for individuals, foundations, non-profits, businesses, municipalities, pensions, and 401k plans.
As of December 31, 2023, we have $797,669,157 under management for 1,474 clients1.
1. Number of clients includes both persons in a couple if each person has account(s) in their name. Map updated as of 1/1/2024.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding areas.