At Moors & Cabot, we understand that all areas of your financial life are interrelated. Our goal is to understand your unique circumstances and objectives. We then utilize the tools needed to help you achieve your goals with direction, capability and confidence. As a result, our fully integrated, customized financial solutions involve careful tax planning, disciplined investment strategies and thorough estate planning, as well as asset structure and asset management.
While virtually all financial markets hold the potential for loss of capital, our priority is capital preservation. Guided by each individual client’s tolerance for risk, we buy individual, high quality stocks and bonds, exchange traded funds, and various mutual funds. I favor an asset strategy that I call "capital strength" which focuses on companies with strong balance sheets, consistent earnings, strong management teams and meaningful market share in their respective industries.
We at Moors & Cabot have the distinct advantage of being independent of the wire houses and banks that push their own proprietary products and research. We utilize independent research from all over the street and then select the strategies and investments that serve the best interests of the client, not the institution. In the words of Moors & Cabot President Dan Joyce, "We don’t believe our brokers work for Moors & Cabot; we believe our brokers work for their customers." That philosophy, while an unfortunate rarity in the investment world today, is one we cherish and take very seriously.