Nobscot Investment Management LLC 572 Washington Street, Suite 4 Wellesley, MA 02482 (781) 237-2700
Nobscot Investment Management LLC
The investment process should be thorough, accessible and understandable.
Portfolios are managed to reflect client objectives, which incorporate risk tolerance, time horizon, suitability and investor preferences. Nobscot invests with a long-term investment horizon, seeking to balance stability, income and growth potential. Disciplined allocation across asset classes, regions, sectors and securities is employed to help reduce risk. Portfolio holdings may include selected individual stocks as well as broadly diversified equity and fixed income mutual funds, with exposures and weightings based upon objective.
While long-term themes guide investment direction, security selection is driven by in-depth fundamental research. Positions and exposures are monitored to insure the consistency of investment application and risk exposures.