Stephen Moore is a CFP® and ChFC® with 33 years of experience in financial advising. He has been with Partners Capital Management, Inc. since 1990. The firm provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. Partners Capital Management employs a core-and-satellite investment approach using primarily no-load or low-load mutual funds and ETFs, with investment decisions handled mostly on a non-discretionary basis, leaving final trade approval to clients.

Ellen Powers is a CFP®-certified financial advisor with 15 years of industry experience, currently practicing at Partners Capital Management, Inc. She has been with the firm since 1991, which indicates extensive tenure within the organization. Partners Capital Management, Inc. is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a core-and-satellite investment strategy, primarily using no-load or low-load mutual funds and ETFs, and maintains a predominantly non-discretionary advisory model that allows clients to retain final authority over investment decisions.