Simpson Investment Counsel

Abrams Capital is a prominent investment firm located in Boston, Massachusetts. With a prime address on Berkeley Street, the company is known for its strong leadership and expertise in the financial industry. As a respected player in the market, Abrams Capital focuses on various investment strategies and is committed to maintaining the privacy and security of its clients. With a copyright that extends to 2024, the firm continues to thrive and provide exceptional services to its clients.Generated from the website

Wainwright Investment Counsel is an independently owned investment advisory firm based in Boston, MA, specializing in asset allocation and portfolio construction tailored to meet the unique objectives, risk tolerance, and constraints of its clients. The firm emphasizes a high-touch, personalized approach, building trust through foresight and informed decision-making. With a commitment to putting clients' interests first, Wainwright Investment Counsel focuses on understanding each client's individual situation to create customized investment solutions. Their disciplined and diversified approach to portfolio management ensures that clients receive the guidance and support needed to navigate the complexities of the investment landscape. 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