Taylor Investment Associates

Downey Investments is a financial services firm based in Boston, MA, specializing in investment management and financial planning for individuals and businesses. With a focus on long-term wealth creation and preservation, Downey Investments offers personalized strategies tailored to each client's unique financial goals and risk tolerance. Generated from their business information

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

Zurich Scudder Investments is a financial services firm based in Boston, MA, specializing in investment management and advisory services. With a focus on strategic financial planning and asset allocation, the company aims to assist clients in achieving their long-term financial goals through personalized investment solutions. Generated from their business information