For over 100 years, Moors & Cabot, Inc. has been a pillar of stability in the investment community. The firm was founded in 1890 by John F. Moors and Charles Cabot to handle the personal investments of the two founders and their friends. Today, Moors & Cabot still operates from its original headquarters in the heart of Boston's financial district, serving the needs of thousands of investors, with branch offices throughout the country.
Moors & Cabot has weathered the times to manage the assets of families for generations. We have a commitment to service and the culture of a boutique firm. Our advisors put your interests first and take the time to understand your financial goals.
Moors & Cabot is the oldest independent member of the Boston Stock Exchange and one of the nation's oldest independent members of the New York Stock Exchange. The words commitment, loyalty, and trust are often used to describe the reasons for the firm's longevity. Not coincidentally, these are the same qualities investors have always looked for in a financial services partner. Moors & Cabot specializes in the sale of stocks and bonds at both the retail and institutional level and counts most of Boston's money management firms among its clients. The firm also offers cash management accounts, retirement planning, mutual funds and professional money management services.
How has Moors & Cabot sustained its longevity when 21st-century competition from discount brokerage firms, banks and insurance companies has forced many firms to merge or disband? Chief Executive Officer Daniel M. Joyce—only the fifth CEO in the firm's long history—believes that the company's success is due in large part to its entrepreneurial nature. "Our retail brokers spend their day seeking investment opportunities for their clients, solving problems and answering questions," explains Joyce. "One advantage of being independent is that the firm is not restricted in its information sources. Nor is it restricted in the scope of products it can provide to investment plans to meet individual customer needs and objectives."
With over a century of experience and expertise, Moors & Cabot continues to serve in the tradition of its founding fathers. Our core principles of integrity, honesty, respect and loyalty are as important today as they were more than a hundred years ago. The company's longevity is a tribute to the registered representatives, who know their clients' goals, resources and risk tolerances on an individual basis and to their ability to offer a full range of investment alternatives.