Slocum, Gordon & Co. LLP is prepared to provide discretionary investment management and counsel for individual portfolios, trusts and estates, charitable endowment funds, individual retirement  accounts, and corporate pension funds. The Firm provides complete portfolio management including the initiation and completion of securities transactions with brokers, tracking corporate reorganizations, and providing regular comprehensive statements of activity in the client’s account. The Firm utilizes the independent custodial services of Fidelity Institutional Brokerage Group for each client’s segregated account of funds and securities. Arrangements for the distribution of funds from the account can be tailored to the specific cash flow requirements of each client.  

The Firm publishes its economic and investment commentary on a quarterly basis and produces frequent videos for its clients on a range of timely topics that help inform our analysis of current market trends. With the Firm’s near half-century of experience, we recognize that economic cycles have reoccurring patterns, and anticipating changing fundamentals and their impact on invested assets requires frequent communication with our clients.

In short, Slocum, Gordon & Co. LLP can offer a uniquely individualized investment management relationship. We are always available for meetings with clients and encourage frequent contact with those who are unable to visit the Firm’s offices.