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McIntyre, Freedman & Flynn Investment Advisers Inc

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McIntyre, Freedman & Flynn Investment Advisers Inc

Overview:

Our firm provides private portfolio management for a select group of high net worth individuals, wealthy family groups, institutions, and pension and profit-sharing plans. Each account is individually managed. Our investment strategy focuses on identifying the most powerful global economic trends, and then selecting those companies that operate on a worldwide basis and are expected to profit greatly from those trends.

The goal of our firm is to provide individuals and smaller institutions the same high quality, fundamental investment services offered to large pension funds, but for accounts as small as $100,000.

Established on Cape Cod in 1986, the key to our long-term success is a combination of value-based investing with a global perspective. Our goal is to deliver above average performance without creating a disproportionate amount of risk and volatility.

Our Investment Approach
Because we conduct our own market research and form our own investment opinions, we are aware of stock market trends that are often hidden behind the news, and act accordingly. We are “old fashioned” stock pickers, who really do what stock pickers are supposed to do. We do our own research. We read voraciously and devour financial statements.

By choice we are located on Cape Cod, far from the “herd mentality” of Wall Street. We don't react to the continuous parade of analyst opinion in the media. Instead, we take a patient, long-term approach to investing, consistent with the relaxed, thoughtful atmosphere here on the Cape. We don’t panic during times of market volatility. We follow a small group of companies passionately, get to know them extremely well, and hold onto them for a long time. If we begin to see changes in a company that we believe will affect the long-term benefit to our clients, we will sell.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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