|
|
|
| |
| Additional information |
| |
| Nutter Investment Advisors |
| |
| |
Overview:
Commitment
Nutter Investment Advisors is as unique as the clients it serves. Our organization has its roots in Nutter McClennen & Fish, LLP, one of Boston's oldest and most respected law firms, which has provided fiduciary services to trusts, estates and individuals for more than 75 years. In 1988, Nutter Investment Advisors was created to offer investment counseling services to individuals and institutions beyond the clients of the law firm.
Our investment counseling services help more and more people reach their goals each year. Nutter Investment Advisors has over $1 billion in funds under management.
Our approach is highly personalized, both in selecting appropriate investments, and in providing the special attention you expect and deserve. We are committed to tailoring an investment strategy that meets your specific goals for financial security, family, philanthropy or other interests. We achieve this through an in-depth understanding of your financial situation and aspirations.
Investment Philosophy
At Nutter Investment Advisors, we are proud of our results, proving that careful, time-tested investment principles never go out of style. We seek consistent, long-term growth as well as current income by investing primarily in the common stocks of large, established companies with sound fundamentals and leading market shares. We believe in broad diversification across economic sectors to mitigate dramatic price swings in specific industry segments of the market.
We base decisions on a thorough review of information, never on hunch or hype. In particular, we favor companies with strong management teams, prospects for above-average earnings growth, and strong balance sheets. These fundamentals are the primary basis for our investment decisions. We are attentive to valuations and strive to identify suitable common stocks selling at reasonable prices relative to their growth prospects.
We believe in the merits of a balanced portfolio of common stocks and high-grade fixed income securities. While we expect stocks to generate greater returns in the long run, an allocation to bonds moderates risk and provides a dependable stream of income. We typically recommend an allocation of 65-80 percent of assets to common stocks, and rarely less than 50 percent. For clients who prefer, we manage the fixed-income portion of a portfolio alone, or the equity portion alone and are comfortable remaining fully-invested.
We are long-term investors. We do not attempt to time short-term price fluctuations. We do, however, strive to anticipate longer-term trends and modify the emphasis given to equities and fixed-income instruments to optimize total return. Consistent with our long-term approach, turnover is relatively low, generally averaging less than 20 percent of total assets annually. In addition, our separate account management approach usually provides greater tax efficiency than is the case with mutual funds.
Client Objectives
When our investment managers work with you to determine your optimal investment strategy, we take a big picture view.
We seek to understand your need for current income, your desire for long-term capital appreciation, and your tolerance for risk. Just as important, we look beyond investment basics to your interests and goals. Are you planning for a retirement of travel and adventure? Investing proceeds from the sale of a business? Building financial security for future generations? Funding philanthropic or cultural initiatives?
The right investment strategy for you is prudent, realistic, and consistent with both your short-term needs and long-term financial goals. We will work with you to create and implement this strategy. We will regularly review it and, should your goals change, make appropriate adjustments. And, of course, we routinely work with our clients' attorneys and other professionals to address any applicable tax or estate planning consideration.
Investment Professionals
The investment professionals of Nutter Investment Advisors create value by providing the clear, logical connection between your unique goals and the appropriate investments that will help to achieve those goals.
With decades of experience, all members of the team are experienced in both client account management and securities analysis. Our personnel tap numerous sources of company data as well as industry and economic measures to determine recommended securities and asset allocations.
For some clients we provide an educational role as well, helping them better understand the dynamics of the financial markets and the opportunities and risks involved in investing.
Most importantly, we believe in building long-term trusting relationships based on open, honest communication. In some cases families have relied on our guidance for several generations. With this long-term approach, we have every motivation to offer sound investment guidance that avoids investment fads and other risky, shortsighted approaches. |
|
 |
|
|
|
|
|
 |
|
 |
|
|
