Nobscot Investment

Nobscot offers customized investment advisory services for individuals, trusts and charitable organizations.

Approach

Nobscot Investment

Nobscot invests with a long-term investment horizon, seeking to balance stability, income and growth potential through research-driven, diversified portfolio management. Portfolios are managed to reflect client objectives, risk tolerance, time horizon and investor preferences.

Access

Nobscot Investment

Access

Nobscot believes the investment process should be transparent and understandable, and clients should have direct access to their portfolio manager.

About

BIO

Catherine Smith is the founder and principal of Nobscot Investment Management LLC. A former partner of Wellington Management Company, LLP, a leading global investment management firm, she has extensive experience managing portfolios for mutual funds, pension funds, endowments and individuals and has received recognition from Morningstar and Lipper for institutional fund management.

Catherine is a graduate of Harvard College, and a member of the CFA Institute and the CFA Society Boston.

CONTACT

The Rotunda Building

572 Washington Street, Suite 4

Wellesley, Massachusetts 02482

(781) 237-2700

ADDITIONAL INFORMATION