American Research & Management Co.

About Our Firm
Our Belief
Our Commitment
Our Principals
Our Client Service Team
Our Emblem

Our Belief

Managing personal or family wealth is more complex today than ever before. There are more demands on capital, more options to evaluate, and more pressure to invest wisely. Many people believe they need assistance, but don’t know where to turn for helpful, unbiased advice. Stockbrokers, bankers, and insurance agents compete to sell products, but often don’t spend enough time considering a client’s specific needs and wishes.

American Research & Management Co. is different. We are a time-tested, independent investment firm with New England values – a fee-based advisor focused on our clients’ interests. We listen attentively to our clients to gain a thorough understanding of their financial situation, goals and aspirations – not just for themselves, but for future generations. We then work with them on an individual basis to develop comprehensive financial, tax and estate strategies and individually tailored investment portfolios to help them achieve their financial objectives and lifetime dreams.