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 an account. The Firm utilizes the independent custodial services of Fidelity Institutional Brokerage Group for each client’s segregated account of funds and securities.
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.