Harris Williams & Co

Garrett Nagle & Co. is a boutique investment management firm based in Woburn, Massachusetts. With a solid track record established in 1976, the firm specializes in managing portfolios for high net worth individuals and institutions. Their personalized approach focuses on serving individual investors, offering access to key personnel including portfolio managers and working closely with other members of the client's financial team. With a proven investment philosophy that emphasizes proper asset allocation and diversification, Garrett Nagle & Co. aims to achieve consistent long-term investment success for their clients. As a registered SEC investment advisory firm and FINRA member broker-dealer, Garrett Nagle & Co. provides trustworthy services and holds all assets with third-party custodians. Their team-based approach to client service ensures personalized attention, while their four-step investment approach includes a range of asset allocation strategies to suit different risk tolerances. With a focus on equity and fixed income management, the firm also employs cash allocations during periods of market stress to temper volatility and preserve capital. With a commitment to transparency, Garrett Nagle & Co. provides clients with a customer relationship summary and offers free tools for researching firms and financial professionals.Generated from the website

Ridgeway Advisors is a provider of global private placement advisory services, located at 53 State Street in Boston, Massachusetts. As a member of FINRA and SIPC, the firm is committed to maintaining high standards of integrity and professionalism in servicing its clients. The company's dedication to excellence is reflected in its affiliation with Brattle Advisors LLC, a reputable name in the industry. The firm emphasizes comprehensive solutions tailored to meet the unique needs of its clients in the dynamic financial landscape. Generated from the website