Vandham Securities

RhumbLine Advisers, established in 1990, is a Boston-based investment firm specializing in managing customized index-based strategies for institutional investors. As an employee-owned company, they prioritize meeting the diverse needs of their clients. With $118.1 billion in assets under management as of June 30, 2024, RhumbLine Advisers serves 325 clients across 39 states, offering a range of index-based products tailored to institutional investment needs. Generated from the website

Boston Family Office, located in Boston, is an asset management firm. The firm offers financial advice, investment management, custodial services through the Boston Safe Deposit and Trust Co., tax planning, and referrals to third parties. It focuses on long-term purchases of equities based on an analysis of a specific company s balance sheet, operating history, management, growth rate, market valuation, dividend, industry, and standing within its industry. The firm considers influence of trends in national and world economies, interest rates and inflation, demographics, consumer confidence, current and historical events. Its investments in municipal, corporate and government bonds are based on creditworthiness of the issuers, liquidity, years until maturity, coupon rate, and interest rate.

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