History of Our Firm
We are an Investment Advisory firm based in Agawam, Massachusetts.
We manage approximately nineteen million of capital for our advisory clients. Our firm’s client base is made up of Individuals & Families, First Responders, Medical & Healthcare professionals, and Small business owners. We are an independent Registered investment advisory firm that operates in Massachusetts and Connecticut.
The firm was founded in 2014 as a startup by John C. Verducci 111 to serve the investment needs of clients in a different and better way. In contrast to the immense display of Investment offerings that exist today in the market place. Our approach strives to deliver superior long-term investment results through our proprietary fundamental research process that we designed while in college with truly individualized portfolio management and client service in mind.
We succeed as a firm only when our clients are financially successful. We have seen the bull market start in 1982 and the 1987 crash, the long-term capital crisis, the dot.com bubble, and the subprime mortgage crisis. One thing we do exceptionally well is investing in stocks and bonds of companies that we can directly research and analyze and understand.
We work hard, and have positioned the firm for continued growth. With our combination of experience, drive, and talent , we are excited and honored to help our clients take advantage of opportunities and manage assets through major pitfalls and the volatility that is present in the capital markets.