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Long Wharf Investors, Inc. (LWI)

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Long Wharf Investors, Inc. (LWI)

Overview:

At Long Wharf Investors, these three words define us as investment advisors. With over 90 years of collective experience in the financial and investment industry, we understand how critical it is to be able to see the big picture – to operate above the market fray; to plan ahead for our clients by identifying trends that will affect their immediate future; and to map a financial strategy that goes beyond immediate need - planning a legacy, not just a retirement fund.

Our team draws on deep experience in the financial markets that enable our clients to set real financial goals and meet them. We exercise carefully honed skills in long-range financial planning and investing with a winning approach that is low-cost, high value, and efficient.
360 degrees. A singular focus.

Our 360 degree investment approach is strategic and well-rounded - employing rigorous analysis and proprietary, quantitative methods for selecting securities and monitoring portfolios. Our approach is also based on careful diversification and attention to long-term planning – not only are we concerned with the present needs of our clients, but we are committed to helping our clients navigate their entire financial lives.

Our focus is singular – on you. As trusted advisors, we enable our clients to count on us for transparent advice and our undivided attention. Because there are no products to buy, and no hidden commissions, this freedom allows us to focus our efforts on providing the most objective advice available, tailored to our clients’ needs. And because we partner with large national brokerage firms for custodial services, our clients know their assets are safe.

History:

David Bush-Brown and John Keller founded Long Wharf Investors in 1995, out of a mutual desire to provide a boutique investing experience to private wealth clients and non-profit institutions.

John and David – friends and seasoned Boston financiers – knew they shared a common passion: investing directly for clients, free from the politics of a large organization. They realized that synergy comes from collaborating with colleagues towards a common goal, and decided to form Long Wharf Investors. The firm’s name was chosen because of the historic wharf’s significance in the early development of Boston as a symbol of financial strength and Yankee ingenuity.

In 2005, John and David brought on Rod Macdonald, a lawyer and investor who is also an expert in financial planning and employee compensation matters. The trio believes that each leader’s individual expertise – in economic, financial, and business analysis, quantitative modeling and trading technology, and extensive legal knowledge – balances the team, further strengthening the firm’s offering and supporting the needs of its clients.

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