American Research & Management Co.

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

Our Commitment

Our predecessors, the founders of American Research & Management Co., established the firm because they believed private investors need more than just knowledgeable and impartial financial advice. To be truly successful, they also require access to the sophisticated asset management and financial planning services normally reserved for large institutions and the very wealthy. And we, the current generation of owners, not only concur with that assessment, but believe we have gone beyond it.

When we assumed leadership of American Research & Management Co., we too made a commitment to give families, individuals and charities the same opportunities as institutional clients to accumulate and preserve capital. Also, the same opportunities as wealthy American families to enhance and protect multigenerational assets. And it’s been rewarding. We are helping clients build and maintain wealth, achieve financial independence, and create financial legacies for generations to come.