Independent Investment Research

Our research team is made up of seven analysts – five of whom are Chartered Financial Analysts – who operate independently from the rest of the firm. Each has achieved expertise in at least one market sector. The team convenes several times weekly to discuss security selection and to strategize.

Casting a wide net

Using a range of independent sources that include Bloomberg, Applied Finance Group, Morningstar, Value Line, and Ned Davis Research, our investment research analysts continuously search for companies that meet our investment goals. Once they’ve determined that a company’s competitive position, financial strength and management qualities are aligned with our vision, these potential investments are reviewed and vetted by the entire research staff. Only after this deep and thorough scrutiny are securities accepted for inclusion in our clients’ portfolios.

Portland: 207.772.3761
Damariscotta: 207.563.1854
Established 1854
An Integrated Financial Advisor