PRACTICE INFORMATION

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This IAR/RR practice headquartered in the Boston area, with two small satellite offices, one in Vermont and another in Martha’s Vineyard, is focused on socially responsible investing by aligning client values with their portfolio while still achieving portfolio performance that is competitive with the overall market. With annual gross revenue exceeding $937,000, of which approximately $918,000 is recurring revenue from fees on approximately $66 million in assets, this practice has had steady growth over the last six years and would make a great addition to a larger firm seeking to establish or expand its presence in the Boston area.

The preferred buyer would be a well-established firm focused on socially responsible investing that is willing to retain this practice’s staff—two producers and one assistant.

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