The Boston Family Office

RhumbLine Advisers, established in 1990, is a Boston-based investment firm specializing in managing customized index-based strategies for institutional investors. As an employee-owned company, they prioritize meeting the diverse needs of their clients. With $118.1 billion in assets under management as of June 30, 2024, RhumbLine Advisers serves 325 clients across 39 states, offering a range of index-based products tailored to institutional investment needs. Generated from the website

Vandham Securities, based in Boston, specializes in providing market and competitive intelligence solutions tailored for publicly traded companies. Their expertise lies in assisting businesses with strategic decision-making by offering valuable insights and analysis to navigate the dynamic market landscape. Generated from their website's infomation

Wainwright Investment Counsel is an independently owned investment advisory firm based in Boston, MA, specializing in asset allocation and portfolio construction tailored to meet the unique objectives, risk tolerance, and constraints of its clients. The firm emphasizes a high-touch, personalized approach, building trust through foresight and informed decision-making. With a commitment to putting clients' interests first, Wainwright Investment Counsel focuses on understanding each client's individual situation to create customized investment solutions. Their disciplined and diversified approach to portfolio management ensures that clients receive the guidance and support needed to navigate the complexities of the investment landscape. Generated from the website