Forrester Capital

ITA Compliance LLC, founded in 2012 and located in Boston, MA, specializes in providing compliance testing and examination services exclusively for broker-dealers and registered investment advisers. With a focus on independence, the company avoids conflicts of interest by not engaging in drafting compliance manuals or registration documents, ensuring an unbiased approach to compliance testing. The firm conducts various compliance engagements, including invested annual reviews, AML testing, and mock regulatory examinations, catering to a wide range of clients from small advisers to large broker-dealers with significant assets under management. As regulatory requirements evolve, particularly for exempt reporting advisers, ITA Compliance LLC is prepared to assist them in implementing Anti-Money Laundering programs by 2026. Generated from the website

Boston Devonshire Investor is a financial services firm based in Boston, MA, specializing in investment management and financial planning services. With a focus on personalized solutions and strategic investment approaches, the firm caters to individuals and businesses seeking to grow and protect their wealth. Generated from their business information

New England Research Management Inc. is a personalized long-term investment management services firm established in 1978, with offices in Boston and Chicago. The company emphasizes building strong relationships with clients and enhancing the performance of their assets over time. With a conservative investment philosophy and long-term strategies, NERM prioritizes consistent results and effective communication. Led by President and CEO Marguerite Collins, the firm is dedicated to meeting and exceeding the financial goals of individuals, families, and firms worldwide. Generated from the website