Nesor Investments LLC

Fernwood Investment Management is an SEC registered investment advisor based in Quincy, MA, offering wealth management services and personalized advice for individuals and families. With over 18 years of experience, they create custom investment portfolios that align with their clients' unique needs, helping them protect and grow their wealth, maintain their lifestyles during retirement, and achieve philanthropic goals. As an independent and privately owned firm, Fernwood Investment Management provides comprehensive financial planning services, considering all aspects of their clients' financial lives. Their multidisciplinary approach includes investment advice, tax preparation, business transitions, and compliance, all under one roof, ensuring a holistic and tailored approach to wealth management.Generated from the website

Northeast Investment Management is a Boston-based registered investment advisor with over $2 billion in assets under management. They offer a range of services including investment management, fiduciary services and estate planning, tax consultation and preparation, family office services, and financial planning. Their team consists of professionals with expertise in security analysis, financial planning, tax services, and trust management, allowing them to provide comprehensive financial solutions tailored to the individual needs of their clients. At Northeast, they understand that true wealth goes beyond account balances and portfolios. They prioritize the personal and family priorities of their clients, aiming to help them achieve their goals not just in the next few months, but also for future generations. With their diverse team and network of professionals, they are able to assist clients with a wide range of financial decisions, ensuring that their clients' wealth is managed thoughtfully and in line with their values and aspirations.Generated from the website

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