A proven history.
An eye toward the future.
Financial Advising Founded on Relationship
Moors & Cabot was founded on a relationship. Today, our financial advisors carry on that tradition—basing client relationships on a thorough understanding of your wealth management preferences and objectives. They’re experts at it, with successful track records that span a decade or more.
Though our investment firm offers a full range of financial services, our culture is based on the fact that we prefer to be small rather than large, private rather than publicly owned, personal rather than impersonal. We take the "advisor" part of our financial advisor role very seriously. This is the foundation of the culture we work tirelessly to maintain. We have been doing this for over 125 years... that sets us apart from the rest of the pack.
We believe this culture drives our mission of keeping your interests and goals as our top priority. This is why we provide all our clients with independent, unbiased counsel—unencumbered by any proprietary products.
Our culture and values are held as paramount by our advisors, the executive management team, and particularly by M&C ownership.
We are unique in our history, our ownership, and our management structure.
Without a doubt, experience is a vital component of an investment firm, but at Moors & Cabot we think experience tempered with wisdom is even more valuable.
To us, wisdom is the result of making good decisions—something Moors & Cabot has done consistently for nearly one and a quarter century.
Our focus has always been on doing what’s best for our clients. Our business model demands it.