Longfellow Investment Management LLC

Prime Buchholz is an investment partner that stands out from the rest, offering long-term, fully integrated relationships with their clients and a team that is dedicated to consistency and anti-complacency. They adapt to individual client needs by creating custom portfolios that align with their goals, providing transparency in their operating philosophy, engagement work, investment process, and fees. As a fiercely independent firm, Prime Buchholz prioritizes acting in the best interests of their clients, free from outside business relationships and compensation from managers. With a steadfast pursuit of greatness beyond just the numbers, Prime Buchholz works with various organizations to protect and grow their assets, leading to tangible outcomes such as academic scholarships, improved healthcare facilities, and bright retirements. Their commitment to excellence is evident in their blog updates, providing valuable insights into global financial markets and investment perspectives. With headquarters in Portsmouth, NH, and additional offices in Boston, MA, and Atlanta, GA, Prime Buchholz is a trusted investment partner that goes above and beyond for their clients.Generated from the website

Appleton Partners Inc is a Boston-based investment management firm that offers a range of financial services to individuals, non-profit organizations, and institutional clients. With a commitment to research-driven strategies, they provide customized wealth management solutions and investment strategies tailored to meet the unique needs of their clients. Their team of experienced professionals focuses on active management and passive strategies, with a strong emphasis on environmental, social, and governance (ESG) insights. Through their separate account management and private client services, Appleton Partners Inc aims to help clients achieve their financial goals and navigate the complexities of the market.Generated from the website

Founded in 1928, Wellington Management Company manages a variety of investments for institutional clients. The company has operations in Boston, Atlanta and Radnor in Pennsylvania, as well as Chicago. It has affiliate offices in London, Singapore, Australia, Tokyo and Hong Kong. Wellington Management Company manages national and international equity, fixed income, currency, commodity and active asset allocation portfolios for institutional clients and mutual fund sponsors in more than 40 countries. The company handles a range of money market and short bond investments, as well as intermediate and market duration and core portfolios. It specializes in microanalysis research services.