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Gertrude S

Series 63, Series 65

Brattleboro, VT

Prentiss Smith & Company, Inc.

Gertrude Saville is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with Prentiss Smith & Company since 1989. Prentiss Smith & Company provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, emphasizing capital preservation and detailed client communication through regular reports and statements.

ESG / Sustainable investing Active portfolio management Wealth management
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Penelope K

Series 65

Brattleboro, VT

Prentiss Smith & Company, Inc.

Penelope Kaufman is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, with 18 years of industry experience. She holds a Series 65 designation and has been with Prentiss Smith & Company since 1999. Prentiss Smith & Company provides investment management services primarily for individuals and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach with an emphasis on capital preservation and offers detailed client communications through regular reports and statements.

ESG / Sustainable investing Active portfolio management Wealth management
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Prentiss S

Series 63, Series 65

Brattleboro, VT

Prentiss Smith & Company, Inc.

Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Prentiss Smith & Company, Inc. since 1982. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation.

ESG / Sustainable investing Active portfolio management Wealth management
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Prentiss S

Series 65

Brattleboro, VT

Prentiss Smith & Company, Inc.

Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding a Series 65 credential and with 14 years of industry experience. He has been with Prentiss Smith & Company since 2002. Prentiss Smith & Company provides discretionary investment management primarily for individuals, trusts, estates, charitable organizations, corporations, and endowment funds. The firm employs a growth-at-a-reasonable-price (GARP) investment style that combines quantitative screening and fundamental analysis, offering both total-return and relative-return approaches while considering societal effects without relying solely on social criteria.

ESG / Sustainable investing Active portfolio management Wealth management
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