Krl Investments

Lese Investments, based in Boston, MA, managed the CGM Funds, which included the CGM Focus Fund, CGM Mutual Fund, and CGM Realty Fund. In September 2022, it was announced that the investment adviser would cease operations, leading to the liquidation of all funds by November 30, 2022. Shareholders were advised about the potential tax implications of the liquidation and were provided with instructions for handling their accounts, including options for redeeming shares and managing tax reporting. The funds were officially closed to new purchases, and shareholders were informed about the distribution of liquidation proceeds. Generated from the website

Beacon Investment Management is a financial services firm based in Boston, MA, specializing in providing personalized investment strategies for individuals and businesses. With a team of experienced advisors, Beacon offers tailored solutions to help clients achieve their financial goals. Utilizing a comprehensive approach to wealth management, Beacon Investment Management focuses on long-term growth and risk management to optimize returns for their clients. Their commitment to transparency and client-centric service sets them apart in the competitive financial industry. Generated from their business information

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